Insights and Commentary
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.
12 Financial Resolutions for 2021
12/1/2020
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Everyone Has a Part to Play in Ending Human Trafficking
12/1/2020
Individuals can spot warning signs. Communities can offer training and education. Financial firms can report red flags. Learn more about this crime and the work being done to eliminate it.
Lifestyle & Technology
Stocks Climb Higher; Seasonal COVID-19 Surge Poses Risk
11/30/2020
The Dow, NASDAQ and S&P 500 are now all in positive territory for the year.
Markets & Investing
Look to Steeper Corporate and Municipal Curves
11/30/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What Does Dow 30,000 Really Mean?
11/25/2020
Raymond James CIO Larry Adam puts this new market milestone in perspective.
Markets & Investing
Sharing With Positive Intention Can Still Have Negative Consequences
11/23/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Gift of Appreciated Stock
11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
“Those who keep learning, will keep rising in life.”