Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning

Individual bonds: Predictability in an unpredictable market
9/15/2025
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

The Fed appears poised to restart its rate-cutting cycle
9/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

FOMC preview: Tariffs begin to bite, and the labor market softens
9/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The popular rise of lifetime income on annuities
A look inside why more Americans are turning to lifetime income.
Markets & Investing
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Webinar replay: The summer that surprised: Markets, policy and what's ahead
9/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing