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.
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving
Weekly Market Snapshot
7/30/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
7/30/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Investment Strategy
7/30/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A Strong 1H21, Moderation Seen in 2H21
7/30/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Nontraditional Assets Can Complement a Diversified Portfolio
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Markets & Investing
Why Contribute to a Roth IRA?
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
“Those who keep learning, will keep rising in life.”