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

As the markets turn.

Last week, investors breathed a sigh of relief when the latest price data showed core inflation, which excludes volatile food…

Bond yields are rising—and they have investors’ attention.

Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one percent. (The federal funds rate…

Hello, 2025!

As we head into a new year, it can be helpful to look back at the previous year—and 2024 was…

Consumers were more optimistic. Investors were less so.

As we neared the end of 2024, U.S. consumers were feeling optimistic. Every month the University of Michigan Survey of…

VIEW ALL WEEKLY COMMENTARIES

Lifestyle Newsletter

How to Create a Plan to Tackle Holiday Debt

It’s a brand-new year, but when it comes to debt, you likely weren’t able to have a fresh start in…

What a Rate Cut Means for You

After a few years of news about interest rate hikes, we finally have some news of an interest rate cut.…

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…

VIEW ALL WEEKLY COMMENTARIES

Subscribe

If you would like to get our weekly newsletter then please enter your information below.

[wysija_form id=”1″]