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.
2025 quick lookback & forward considerations
12/15/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Fed consensus is great; dissent is even better
12/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Exploring the sources of consumer frustration
12/12/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Technical refinancing
Explore a home buying strategy designed to give you liquidity now and flexibility later.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Webinar replay: Wrapping Up 2025
12/10/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
The grandparent effect
Exploring the practical and emotional influence on your life.
Family & Lifestyle