Client Resources


​We believe that education is key to making prudent decisions about your financial future. For your convenience, we offer a quarterly newsletter and links to informative market resources. Read our newsletter for timely articles and advice on financial topics. Please contact us if you would like join our mailing list.


March 2020
February 2020
January 2020

RSS MarketWatch

  • Housing starts edges higher in December as permitting for residential construction soars
    U.S. home builders started construction on homes at a seasonally-adjusted annual rate of roughly 1.7 million in December, representing a 1% increase from the previous month, the U.S. Census Bureau reported Wednesday. Compared with December 2020, housing starts were up 2.5%. Meanwhile, permitting for new homes occurred at a seasonally-adjusted annual rate of 1.87 million, […]
  • Stocks end lower Friday, with S&P 500 still booking 26.9% annual gain for 2021
    Stocks ended modestly lower on New Year's Eve, with the Dow Jones Industrial Average losing its grip on slight gains late in the year's final session. The blue-chip index shed about 60 points Friday, or 0.2%, to end near 36,338, still enough to solidify a 1.1% weekly gain, 5.4% advance for December and a quarterly […]
  • White House taps insider to run agency that oversees Fannie, Freddie
    President Joe Biden announced that he will nominate Sandra L. Thompson to lead the Federal Housing Finance Agency. Thompson has served as the agency's interim director since June after the president fired the agency's previous director, Mark Calabria. Biden's ability to fire Calabria, who had been appointed by President Trump in 2019, was granted via […]
  • Streetwise: Dalio Discusses Debt & Deficits
    Ray Dalio speaks with Jack Hough on the "Streetwise" podcast and unpacks the outlook for inflation, debt and deficits facing the U.S. economy.
  • Streetwise: Ray Dalio on the Possibility of U.S. Civil War
    Ray Dalio, founder of Bridgewater Associates and author of the new book "Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail," discusses how social division and polarization could lead to a major domestic conflict.

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