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.
Businesses are not sharing the wealth with workers
8/7/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Key takeaways from second quarter earnings season so far
8/7/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
AI guardrails for business owners
A short checklist for using generative AI at work
Business Ownership
The strategic side of debt
Why debt reduction should support – not define – your wealth strategy
Markets & Investing
Could private equity strengthen your retirement plan?
New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.
Retirement & Longevity
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity