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.
Quick facts about the bright future of solar energy
Interest in solar energy is soaring — and for good reason.
Technology & Innovation
Commonsense tactics for maximizing productivity
Leverage your team members' strengths and use top talent strategically.
Business Ownership
How different types of investment income are taxed
Learn how interest income, capital gains, dividends and retirement income are treated at filing time.
Tax Planning
Establishing a trust? These states have favorable legislation
Review the locations that may provide a leg up when it comes to flexibility, asset protection and tax mitigation.
Estate & Giving
Individuals with disabilities face added planning challenges
These investors often face additional planning considerations around aid eligibility, benefits coordination, income replacement and coverage of disability-related expenses.
Family & Lifestyle
Webinar replay - Quarterly Coordinates: Come Together
4/4/2022
Chief Investment Officer Larry Adam borrows from the Beatles for his outlook on Fed tightening, equity performance, and geopolitical tensions.
Markets & Investing
