We have assembled a selection of newsletters, market commentary, white papers and related links of interest to help you gain a greater understanding of all things financial. 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.
How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets and Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
The wealth transfer: financial literacy and family values
Build a foundation for financial values long before any money changes hands.
Family & Lifestyle
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
High-value estates may merit a corporate trustee's expertise
A dedicated executor or trustee can help unburden your loved ones.
Estate & Giving
Good news for the Federal Reserve on jobs and inflation: Hopefully on time to avoid a mistake
7/7/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
