A Wealth Of Information at your fingertips
The valuable resources we have compiled here are designed to help you gain a greater understanding of financial matters as they pertain to you personally and broader financial issues that affect all investors. This page is updated often, so bookmark this page and revisit regularly.
Policy uncertainty weighed on markets in March
3/31/2025
Turbulence is expected to continue until markets gain more clarity.
Markets & Investing
The power behind "knowing"
3/31/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
Markets & Investing
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Tariff uncertainty to stay longer than expected; tariff costs to go higher
3/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recent headwinds not likely to derail the US economy
3/28/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
