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.
Webinar replay - Wrapping up 2024
12/10/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Webinar replay - Post-election market analysis
11/7/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Webinar replay - The great American road trip
10/14/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Webinar replay - Great expectations
5/8/2023
Chief Investment Officer Larry Adam and other thought leaders discuss current economic and financial market developments.
Markets & Investing
Webinar replay - Time is on our side
4/17/2023
Chief Investment Officer Larry Adam discusses current economic and financial market developments.
Markets & Investing
Webinar replay - Man vs. Machine
3/13/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss current economic and financial market developments.
Markets & Investing
Webinar replay - The Big Game: Who could drop the ball?
2/6/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss current economic and financial market developments.
Markets & Investing
Webinar replay - Ten Themes for 2023
1/10/2023
Chief Investment Officer Larry Adam shares the Investment Strategy committee's Ten Themes for 2023.
Markets & Investing
Webinar replay - Focus on the Fed, the economy and holiday shopping
12/14/2022
Chief Investment Officer Larry Adam is joined by other investment thought leaders for a discussion on the Fed's December FOMC meeting.
Markets & Investing
Webinar replay - Midterms 2022: Results & Impact
11/10/2022
Chief Investment Officer Larry Adam is joined by Washington Policy Analyst Ed Mills and Senior Investment Strategist Tracey Manzi for a post-midterm election discussion.
Markets & Investing
Webinar replay - Deciphering the market's difficult message
7/11/2022
Borrowing ancient wisdom to crack the code of the economy's future.
Markets & Investing
