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.
Federal Reserve rate cut helped propel markets forward
9/30/2024
The S&P 500 notched its first positive performance in a September since 2019.
Markets & Investing
Ballast of the portfolio
9/30/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Another solid quarter for the equity market
9/27/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Markets are having a sugar rush
9/27/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Tax Planning
Outlining the path ahead for the markets and economy
9/26/2024
Raymond James CIO Larry Adam hits the road to break down his team's latest outlook.
Economy & Policy
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
Estate & Giving
Fixed Income Strategy as the Economic Cycle Takes a Turn
9/23/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Federal Reserve agreed with markets but tried to change the narrative
9/20/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What is the Fed's rate cut decision telling us?
9/20/2024
Raymond James Chief Economist Eugenio Alemán notes the Fed isn't expecting an economic slowdown and that inflation is approaching its 2% target.
Markets & Investing