Keeping you informed and equipped regarding all financial matters
We have assembled a selection of information, market commentary and related links to help you gain a greater understanding of all things financial. Bookmark this page and check back for regular updates.
Double the inheritance, double the planning
Women may be in for double the planning when it comes to managing windfalls.
Family & Lifestyle
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Tax Planning
Strategies for paying an unexpected tax bill
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
Thoughts on rising interest rates and viable ideas
1/18/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Weekly market snapshot
1/14/2022
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Keeping data collectors at bay
Nowadays, our actions are tracked, digitized, commoditized and analyzed by the ever-present and arguably useful technology that has shaped the past three decades.
Technology & Innovation
Weekly investment strategy
1/14/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Inflation Outlook and the Fed
1/14/2022
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly market guide
1/14/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Connective tech offers seniors independence – with tradeoffs
Younger generations aren’t the only ones balancing the benefits of technological innovation with drawbacks like digital addiction, privacy concerns and mental health effects.
Retirement & Longevity
Unlocking the untapped potential of the Longevity Economy
Dr. Joe Coughlin, founder and director of the MIT AgeLab, explains why retirees are “the world’s most misunderstood market.”
Retirement & Longevity
