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.
Uninvited Guest Spooks Holiday Markets
11/30/2021
Volatility jumped at the end of November after a month of largely positive fundamentals.
Markets & Investing
Ten Reasons to Be Thankful For Bonds
11/29/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Interest Rate Headwinds…a Tenacious Gust
11/22/2021
Doug Drabik discusses fixed income market conditions and offers i...
Markets & Investing
House Passes Reconciliation Bill - What's Excluded?
11/22/2021
Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy
Supply Chains, Demand and Inflation
11/19/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
11/19/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot
11/19/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide
11/19/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Temporary Tax Breaks Can Sweeten Your Year-End Generosity
Learn how pandemic relief policies expanded benefits for generous givers in 2021.
Estate & Giving
Flexible Liquidity Can Help Reduce Investment Disruption
A securities-based line of credit offers access to cash without scrambling your asset allocation.
Markets & Investing
