View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

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May 3, 2021
What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes
Are your campus health center, student health insurance and other health services meeting the real needs of your students? Studies show that students care…
What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes Read More
May 1, 2021
Personal Income and Savings Increasing Too
Author: David Templeton, CFA, Principal and Portfolio Manager Last week I noted the sharp rise…
Personal Income and Savings Increasing Too Read More
April 28, 2021
Consumer Confidence Rises Sharply In April
Author: David Templeton, CFA, Principal and Portfolio Manager This week the Conference…
Consumer Confidence Rises Sharply In April Read More
April 27, 2021
Hard Economic Data Suggests A Continued Strengthening Of The Economy
Author: David Templeton, CFA, Principal and Portfolio Manager Tuesday's release of the Chemical…
Hard Economic Data Suggests A Continued Strengthening Of The Economy Read More
April 23, 2021
Tax Increases Not Always A Headwind For Stocks.
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this week the equity…
Tax Increases Not Always A Headwind For Stocks. Read More
April 23, 2021
How COVID-19 Changed University Health Priorities on Campus
The now-over-year-long COVID-19 pandemic has left a lasting global impact, including a shift in what colleges and universities need to maintain a safe, healthy…
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April 20, 2021
Six High Net Worth Planning Techniques to Increase Plan Flexibility in 2021
Estate planners across the country are attempting to read the tea leaves of the current political climate. While no one is quite certain what to expect, the…
Six High Net Worth Planning Techniques to Increase Plan Flexibility in 2021 Read More
April 19, 2021
It's a Great Jobs Report So Why Am I Worried
The Labor Department reported last Friday that job growth exploded in March at the fastest pace…
It's a Great Jobs Report So Why Am I Worried Read More