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.
Markets: What to watch midway through 2026
6/26/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Fed conundrum: Are rates restrictive?
6/26/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
U.S. debt, interest rates, and the opportunity in high-quality bonds
6/22/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle