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.
Questions linger following latest tariff announcement
4/3/2025
The incremental tariffs were bolder than market expectations and ushered in new uncertainty.
Economy & Policy
The power behind "knowing"
3/31/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Tariff uncertainty to stay longer than expected; tariff costs to go higher
3/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recent headwinds not likely to derail the US economy
3/28/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The calm within the storm
3/24/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Federal Reserve: Waiting for more policy clarity
3/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
How policy uncertainty is impacting the Federal Reserve
3/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Relative value metrics
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Tariffs noise hides positive inflation developments
3/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Putting the recent volatility into perspective
3/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Looking Through the Volatility
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
