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.
Allocation check-in
12/16/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Twas two weeks before christmas 2024
12/9/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Don’t Be a Last Minute Rate Shopper
12/2/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Resist Short-Term Temptations
11/12/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Individual bonds - providing a dual benefit
6/24/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Don’t wait for the Fed
6/17/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Personal consumption expenditure – An inflation measure
6/10/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
An asset class comparison
3/11/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Cycles are long term
3/4/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Clear sentiment on interest rate direction
1/16/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
