KEEPING YOU INFORMED regarding important financial matters
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
Bond Market Commentary
6/24/2019
How Much “Chance” to Assign to Your Future?
By Doug ...
Markets & Investing
Buying a Boat? Take a Peek at How the Costs Add Up
6/24/2019
Money’s not the only factor to consider before making the purchase – but it’s certainly one of the most important ones.
Lifestyle & Personal
Weekly Investment Strategy
6/21/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Economic Commentary
6/21/2019
When You Come to the Fork in the Road, Take It
By Scott Brown
A...
Markets & Investing
Weekly Market Snapshot
6/21/2019
Chief Economist Scott Brown discusses the latest market data.
Markets & Investing
A Step-by-Step Guide to Hosting a Family Meeting
6/20/2019
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Lifestyle & Personal
Facing Some of Life's Most Challenging Questions
6/17/2019
Explore the tough questions that accompany eight significant life events.
Planning & Retirement
“Those who keep learning, will keep rising in life.”