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

Another record high for the Standard & Poor’s (S&P) 500 Index!

Last week, the S&P 500 Index hit its 25th record high for 2024. Investor enthusiasm for artificial intelligence helped drive…

Overall, May was a good month for investors.

The adage, “Sell in May and go away,” would have been poor advice last month. Major stock indices in the…

Perception versus reality.

A recent Harris poll, conducted on behalf of The Guardian newspaper, found that there is some confusion about the state…

Reading the economic tea leaves.

Tasseography practitioners read tea leaves to forecast the future. Some economic data serve a similar purpose. Policymakers, central bankers, economists,…

Lifestyle Newsletter

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…

Have You Caught the Travel Bug?

If you’re catching yourself daydreaming about lazing on a beach with a good book and nothing on your to-do list…

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