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.
Monetizing federal assets? A potentially bad idea!
2/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Four major factors driving market volatility
2/28/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Launching a financial future
Share these fundamental concepts with young emerging investors.
Markets & Investing
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
From zero to 1: How quantum computing is harnessing the power in-between binary
The power of quantum computing lies in its capacity – and its potential is not just a game-changer, but a world-changer.
Technology & Innovation
Snapshot of the municipal bond landscape
2/24/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Outlining why we favor U.S. equities over European equities
2/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Tariffs make industries less competitive
2/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Know what you own
2/18/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Pulled pork, pulled sales and winter wonderland
2/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
