BUILD YOUR KNOWLEDGE AND CONFIDENCE
Helping you pursue your financial goals is our number one priority. However, along with sound advice and a high level of service, we believe it's also important to provide educational opportunities as well – because when you understand the reasoning behind your plan, we feel you're more likely to succeed. To accomplish this goal, we've provided a number of resources we hope you'll find useful and informative.
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
A concerning press conference from the Fed Chairman
6/20/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The recent oil price spike is unlikely to drag on
6/20/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Budget reconciliation process comes into focus
6/17/2025
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Economy & Policy
Buying a bond at a premium doesn’t mean you will lose money
6/16/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Early signs of economic weakness are starting to emerge
6/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
“We never forget that our future is securely intertwined with the future financial success of our clients. As a result, we've built relationships that span generations.”
Henry Hauser
