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.
Considering The Recovery
5/22/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
5/22/2020
Review the latest Weekly Headings from CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot
5/22/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
5/21/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
The Appeal (and Potential Risks) of At-Home DNA Tests
5/19/2020
These tests offer insight into your lineage and personal traits – but they can also pose privacy and insurance concerns.
Family & Life Events
Monthly Strategy Recap
5/18/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Caring for Each Other During COVID-19
5/18/2020
Five ways to overcome adversity – together.
Estate & Giving
“Those who keep learning, will keep rising in life.”