Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
Extending the runway to achieve the inflation target
12/20/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Federal Reserve forecasts fewer interest rate cuts in 2025
12/18/2024
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Markets & Investing
Our shadow dot plot for December: An attempt to read FOMC members minds?
12/13/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Inflation expectations, not inflation, will drive monetary policy in 2025
12/6/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Looking for efficiencies in government spending: Look elsewhere
11/22/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Fed elects to cut rates for the second straight meeting
11/7/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Markets & Investing
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Employment growth is still too hot, even for this economy
6/30/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
