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.
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Webinar Replay: Resiliency Amid Uncertainty: Markets, Energy and the Iran Conflict
5/12/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
Create an emotional foundation
5/11/2026
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
No sunset yet
The “One Big Beautiful Bill Act” brings clarity and opportunity for estate planning.
Tax Planning
Labor market on the mend, lower rates on the fence?
5/8/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Labor market on the mend, lower rates on the fence?
5/8/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy