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.
Debunking Social Security myths [INFOGRAPHIC]
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Sustainable Investing's Global Rise
Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing
Sustainable Investing Misconceptions vs. Reality
Set the record straight when it comes to these four common misunderstandings.
Markets & Investing
Transportation’s Evolution, From Electric Buses to Hyperloop
Planes, trains, cargo ships and autos are getting high-tech help in easing off the fuel pedal.
Technology & Innovation
Retail Is Reimagined With Circular Design, Green Packaging
Sustainability is catching on, from small startups making green jeans to giant retailers making bold moves.
Technology & Innovation
How AI and clean tech help create better, greener buildings
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Technology & Innovation
Food and Beverage Companies Plant Seeds of Sustainability
From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions.
Technology & Innovation
Wind and Solar Surf a Wave of Change
Cost-saving innovations and new interest in ESG principles brighten companies’ outlook.
Technology & Innovation
