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.
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Markets & Investing
Opportunities
4/21/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Volatility is the theme of the moment
4/14/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Tariff goalposts have shifted, but results remain the same
4/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Why don't we fix the fiscal deficit? That will start fixing our trade deficit
4/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
“Those who keep learning, will keep rising in life.”