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.
Firms front-load increase in tariffs during Q1 2025
5/2/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Looking beyond President Trump's first 100 days in office
5/2/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing

Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Taking a breather
4/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing