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.
Why so much pushback on a December rate cut?
                10/31/2025
            
                Chief Economist Eugenio J. Aleman discusses current economic conditions.
            
           
                        Economy & Policy
                
             
        Economic issues that could be lurking for markets
            10/31/2025
        
            Review the latest Weekly Headings by CIO Larry Adam.
        
       
                    Markets & Investing
            
         
    Funding long-term care with an irrevocable life insurance trust
        
            How this strategy can help you avoid unnecessary taxation and create generational wealth.
        
        
                    Retirement & Longevity
            
         
    Five year-end tax tips for businesses
        
            Improve your bottom line with these tax mitigation strategies.
        
        
                    Business Ownership
            
        Values-based investing for the faithful
        
            Faith-based investing has ancient roots and many modern, well-researched options.
        
       
                    Markets & Investing
            
        With October rate cut, Fed seeks to support labor market
            10/29/2025
        
            Concerns for downside risk in the labor market outweigh those for inflation risk – for now.
        
       
                    Markets & Investing
            
        Social Security increases benefits by 2.8% for 2026
        
            The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
        
       
                    Retirement & Longevity
            
        