Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
The Federal Reserve agreed with markets but tried to change the narrative
9/20/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What is the Fed's rate cut decision telling us?
9/20/2024
Raymond James Chief Economist Eugenio Alemán notes the Fed isn't expecting an economic slowdown and that inflation is approaching its 2% target.
Markets and Investing
Rate cuts should be a tailwind for equities
9/20/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
What a lower interest rate means to the market
9/19/2024
For the first time in over four years, the Federal Reserve has lowered interest rates. What does it mean for your financial plan?
Markets & Investing
Federal Reserve cuts interest rates for first time in four years
9/18/2024
The half-percentage point reduction at the September 17-18 FOMC meeting represents the largest non-COVID era cut by the Fed since 2008.
Markets & Investing
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Fixed Income is a long-term strategy
9/16/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Federal Reserve: Between a rock and a hard (market) place
9/13/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Shifts in the Fed’s dot plot should set the market’s tone
9/13/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing