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

Unknowns and uncertainty

Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional protections for…

Thrown for a loop….

Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2…

Sibling discord.

Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were…

Is it good news or bad news?

The answer depends on your perspective. Last week, we learned that: Consumer sentiment is at its highest level in more…

Lifestyle Newsletter

Care For Your Greatest Asset

If you’re a gym-goer, you likely notice the uptick in people working out at your gym in this first month…

Who Needs Resolutions?

As you near the end of the year, you might already be thinking of New Year’s Resolutions. But we know…

To Give is To Receive

Adam Grant notes in his book, Give and Take: Why Helping Others Drives Our Success, that people who can be…

A Toast to Your Wealth…and Health

It’s a new world out there. We’ve survived a global pandemic and new opportunities await! But those new opportunities might…

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