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.
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Webinar replay - Ten themes for 2025
1/7/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Bonds are boring… and that’s a good thing!
1/6/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Family & Lifestyle
Our 10 investing themes for 2025
1/3/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Economy will remain supportive of markets in 2025
1/3/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
2025 investing outlook
1/2/2025
The year ahead may present challenges as markets and the economy look to maintain momentum.
Markets & Investing
S&P 500 records its second straight year of 20%-plus gains
1/2/2025
December's market activity highlights the need for caution in the near term.
Markets & Investing
