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

Rally caps were waving.

In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace…

The strength of the United States economy continues to surprise.

If you have ever been camping, you may have banked your campfire by covering the hot coals with ash. It’s…

Investors thought they heard a dovish note from the Federal Reserve and markets rallied.

Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth in the United States slowed for…

A lot of people are worried that a recession may be in our future.

Some think it may already be here. Unemployment is low (3.6 percent), and inflation is high (9.1 percent). Both tend…

Lifestyle Newsletter

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…

A New Start

  A new year is here. And, while we’re entering the third year of a global pandemic, and still dealing…

The Rise of Burnout

As we close in on the last quarter of 2021, we’re still battling the COVID-19 pandemic – and the highly…

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