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.
Webinar replay: Eye on the Markets
2/10/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Preparing for the storm
2/9/2026
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
When the unexpected hits, liquidity matters
How securities-based lending can help you in the face of disaster.
Business Ownership
Investing in artificial intelligence
Considering the potential benefits and risks of the latest tech revolution.
Technology & Innovation
Tech views and takeaways from 4Q25 earnings
2/6/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment weakness is driving the mood
2/6/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy