Resources

Stay abreast of important and current financial matters.

Commentaries, Newsletters and More…

Through the various resources listed on this page, you have the opportunity to stay abreast of important personal financial topics. The most popular resource our clients enjoy is our Weekly Market Commentary that is sent via e-mail every Monday. If you would like to subscribe to our commentaries or newsletters, please signup using the form below.

Weekly Market Commentary

There was a lot of good news last week!

Inflation continued to trend lower. The Consumer Price Index showed that inflation was 2.5 percent year over year (yoy) in…

Investing in September can be like biting into a jelly doughnut and finding boiled cabbage—full of unwelcome surprises.

“History suggests September is the worst month of the year in terms of stock-market performance,” reported Isabel Wang of Morningstar.…

After gyrating wildly throughout the month, major U.S. stock indexes finished August higher.

Despite a lot of uncertainty and some dramatic ups and downs, the Standard & Poor’s (S&P) 500 Index rose 2.3…

The near future is more predictable than the distant future.

Last year, the St. Louis Federal Reserve explored the accuracy of recession forecasts. They found that short-term predictions about whether…

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Lifestyle Newsletter

Prioritizing Retirement Planning

We all have different values, needs and priorities. And in order to engage in successful retirement planning, we need to…

Keep Everybody Informed with a Family Summit

Most wealth leaves families by the second generation, according to Nasdaq.1 And of the $84 trillion in assets that are…

The Most Important New Year’s Resolution

The start of a New Year usually inspires people to make resolutions. In fact, Forbes reports that around 44 percent…

The time has come to start repaying student loans.

If you’re like most people, you didn’t pay anything on your student loans since March of 2020 when the federal…

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