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.
More exciting than it sounds: the Beige Book
The most human economic report has a name meant to be uninspired.
Economy & Policy

From a performance standpoint, it's been a summer to remember
8/27/2025
Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.
Markets & Investing

More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity

Will the market be ready when you are?
8/25/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
Equities and bonds post one of their best summers in recent history
8/22/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Monetary policy: Rules vs. discretion or a happy medium?
8/22/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy