The timely information and expert market commentary we’ve assembled is designed to give you new insight into the ever-evolving financial marketplace and help build the confidence that comes from being a knowledgeable investor. 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.
Economy’s Momentum Continues – Until the Election, Anyway
2/19/2020
“Nine of the 14 recessions that the U.S. economy has endured have occurred in the year after an election,” says CIO Larry Adam.
Economy & Policy
Bond Market Commentary
2/18/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
COVID-19 Cases Span the Globe, but Fatality Rate Appears Low
2/18/2020
“Fatality rates are still pretty low, historically speaking,” says Healthcare Policy Analyst Chris Meekins, “but there is a bigger impact than I think people appreciate.”
Lifestyle & Technology
Strategies for Paying an Unexpected Tax Bill
2/18/2020
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
Weekly Investment Strategy
2/14/2020
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
More of the Same
2/14/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot
2/14/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
It is the nature of man to rise to greatness if greatness is expected of him.
