Resources

Educational Articles

View articles and insights designed to help individuals, families, and business owners better understand key financial concepts.

Market Commentary | September 14th, 2026

The economic data last week continued to show a U.S. economy that remains resilient, but with inflation pressures moving back into focus ahead of the September Federal Open Market Committee (FOMC) meeting. Treasury yields moved sharply higher over the week, with the 10-year finishing around 4.97%, up from roughly 4.78% the prior Friday, while the 30-year ended near 5.38%, reaching its highest level in nearly two decades.

read more

Market Commentary | September 8th, 2026

The week of August 31 was characterized by continued economic expansion and generally constructive labor market data, while inflation-related indicators remained elevated. The data suggested the U.S. economy continued to grow despite some moderation within selected manufacturing measures.

read more

Financial Calculators

Access a range of calculators that can help you evaluate potential strategies and prepare questions for your advisor.

PLEASE NOTE: The information being provided is from a non affiliated third party and is strictly as a courtesy. When you make use of these calculators you assume total responsibility for the information and results. We make no representation as to the completeness or accuracy of information provided by the third party. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. This information should not be used as the basis for any investment decisions. Please speak to your Financial Advisor before making any investment decisions.