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.
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving
Nontraditional Assets Can Complement a Diversified Portfolio
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Markets & Investing
The twists and turns of Social Security
This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Post-disaster relief resources
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
Family & Lifestyle
