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Financial Library

Here you will find videos, fillable white papers, market commentary, articles,
and recorded webinars.

Thursday, March 5, 2026

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Tuesday, November 25, 2025

There are many factors that impact stock market returns, but one common concern of investors is how the stock market will be impacted by a change in America's President. Read More

Wednesday, March 5, 2025

What's performance like outside of the United States? Read More

Wednesday, March 5, 2025

Wars and conflict have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war. Read More

Monday, November 25, 2024

How a rising interest rate might impact U.S. stocks and various asset class returns. Read More

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Monday, November 25, 2024

How the National Bureau of Economic Research (NBER) defines a Recessions and taking a look at Recessions from the past. Read More

Monday, November 25, 2024

What can Alternative Investments do for your portfolio? Read More

Monday, November 25, 2024

Volatility is not a recent phenomenon. Each year, there is the potential for the market to experience a significant correction, which for the S&P 500 has averaged approximately 14% since 1980. Read More

Sunday, November 24, 2024

How have Fixed Income investments performed over the last few years?. Read More

Sunday, November 24, 2024

How have Equities performed over the last few years? Read More

Tuesday, August 13, 2024

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Wednesday, January 11, 2023

A well-diversified portfolio is designed to help you achieve your long-term goals, but it doesn't always feel good. Read More

Wednesday, January 11, 2023

Midterm years tend to see moderate to large pullbacks in the stock market, but returns a year later have historically been significant. Read More

Tuesday, November 1, 2022

Jacob Gold, Michael Cochell and special guest Gene Goldman will examine some of the important financial factors at play, including economic developments, political elections, world events, and other market influences.