- May 2025 Monthly Commentary (The Stock Market Update: Tariff Volatility; Schwab Alliance Access Will Be Mandatory for Money Movement Activity- By Marilyn Blancarte)
- April 2025 Monthly Commentary (The Stock Market Correction: Volatility and Possible Recession; Update on T Rowe Price Capital Appreciation Fund)
- February 2025 Monthly Commentary (Inflation Heated Up in January; Fed Rate Cuts Likely on Hold; Managing Digital Assets in Your Estate Plan; Trusts & Homeowner's Insurance By Robert J. Silverman, Attorney at Law)
- February 2025 Worksheet Digital Online Accounts
- January 2025 Monthly Commentary (How to Build Credit; Social Security Fairness Act Signed into Law)
- November 2024 Monthly Commentary (Possible Economic Impact of a Second Trump Presidency; Possible Tax Law Changes Under President Trump; Tax Credits That May Be Eliminated)
- October 2024 Monthly Commentary (PIMCO's Cyclical Forum- 6 to 12 Month Outlook; Social Security Cost-of-Living Adjustment will be 2.5% in 2025; BOI- New Reporting for Millions of Small Businesses)
- August 2024 Monthly Commentary (Return of Stock Market Volatility; Bonds Are Back)
- July 2024 Monthly Commentary (Mid-Year 2024 Economic and Stock Market Outlook; Election Year- How Will the Stock Market Be Impacted?)
- May 2024 Monthly Commentary (The Mild Recession in Europe Has Ended; Fund Profiles: Goldman Sachs GQG Partners Int'l Opportunities)
- April 2024 Monthly Commentary (Inflation Higher than Expected; Fed Likely to Delay Rate Cuts; Realtors Reach Settlement That Could Change How Americans Buy and Sell Homes)
- February 2024 Monthly Commentary (2024 Economic and Interest Rate Update; When is the Best Time to Start Collecting Social Security?)
- January 2024 Monthly Commentary (Forcasts of Stock and Bonds Returns over the next 7 to 10 Years; Tips for Preventing Fraud)
- Tips for Preventing Fraud
- November 2023 Monthly Commentary (Economic and Stock Market Update; Donor-Advised Funds)
- October 2023 Monthly Commentary (Long-Term Interest Rates Continue to Climb; Fund Profile: PIMCO Income Institutional)
- August 2023 Monthly Commentary (Interest Rates: Higher for Longer?; Will the U.S. Have a Debt Crisis?)
- July 2023 Monthly Commentary (The Stock Market Rally Has Broadened; Comments from the Manager of T. Rowe Price Capital Appreciation Fund)
- May 2023 Monthly Commentary (Economic and Stock Market Update; Be on High Alert for Financial Elder Abuse)
- April 2023 Monthly Commentary (U.S. Debt Ceiling Drama; An Earning Recession)
- February 2023 Monthly Commentary (Timing of the Next Recession- Mixed Economic Signals; Good Reasons to Review Your Estate Plan)
- January 2023 Monthly Commentary (60/40 Portfolio- Better Times Ahead; International Equities- Will They Outperform in 2023; Schwab Tax Documents Will be Posted to Your MAM Portal)