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.

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Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing
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Fixed income solutions
11/3/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
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Why so much pushback on a December rate cut?
10/31/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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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

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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