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- Spring 2020: Economic & Financial Market Review and Outlook April 20, 2020
- Market & Economy Outlook 2020 January 14, 2020
- Fall 2019: Market & Economy October 18, 2019
- Summer 2019: Economy & Markets July 25, 2019
- Financial Empowerment: Income-ing! July 25, 2019
- Financial Planning First Steps After an Alzheimer’s Diagnosis July 17, 2019
- The Final Road to Retirement May 15, 2019
- Spring 2019 Perspectives & Planning Financial Empowerment: Every Journey Begins with a Single Step April 24, 2019
- Spring 2019: Market & Economy April 24, 2019
- Peter Secrist Hired as Vice President and Senior Portfolio Manager March 25, 2019
- Economic and Financial Market Review & Outlook-Winter 2019 January 28, 2019