Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Inflation math inconsistent with economic math in Q1 2024
5/17/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Consumers are becoming more discerning
5/17/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Four ways to teach your kids about business
Set them up for professional – and personal – success.
Business Ownership
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
More retirees crossing state lines – here’s where they’re going
5/14/2024
Florida drew more retirees than any other state.
Retirement & Longevity
Don’t fear the language – understand it
5/13/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Protecting your business from the loss of a key contributor
Key person insurance can help you maintain business continuity.
Business Ownership