Published on a quarterly basis, Commerce Concepts provides market updates, investment education, and asset allocation models for individuals and retirement plan participants. The newsletter's purpose: to keep you informed on timely issues that may affect your financial goals and objectives.

Quizzes

3rd Quarter 2025

A. Set clear financial goals; automate savings and investments; live below your means; increase awareness and track spending

2nd Quarter 2025

1st Quarter 2025

4th Quarter 2024

A. Long, Complex, Unpredictable, Unique

3rd Quarter 2024