Equipping you as an Informed Investor

As part of our initiative to provide objective and educated advice to our clients, we’ve assembled this collection of financial resources. They are designed to give you new insight into the ever-evolving financial marketplace and help build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.

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Weekly market guide
7/1/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Fed takes forceful approach to inflation
6/30/2022
Markets prepare for challenging times as the Fed ramps up its inflation fight.
Markets & Investing
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Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
See the forest through the trees
6/27/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Are markets overreacting?
6/24/2022
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Weekly investment strategy
6/24/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Weekly market guide
6/24/2022
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
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Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
Navigating a sea of negativity
6/21/2022
CIO Larry Adam believes the market is already pricing in a mild recession.
Markets & Investing
Volatile markets, volatile pricing, stable bond performance
6/21/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle

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