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Doreen Roadman | Sep 8, 2026

SEI - Quarterly economic outlook: Change is the only constant.

By: Art Patten, CFA, Client Portfolio Strategist

Read the full commentary here.

Sometimes, it seems, the only constant in this world is change. It would certainly

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Doreen Roadman | Apr 13, 2026

SEI - Quarterly economic outlook: A shocking decade

By: Art Patten, CFA, Client Portfolio Strategist

Read the full commentary here.

Financial markets: Complacent or composed?

Given that outlook, it’s reasonable to

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Doreen Roadman | Jan 19, 2026

SEI - Quarterly economic outlook: Wall Street bulls, Main Street bears.

Quarterly Economic Outlook
sei_quarterly_economic_outlook_q4_2025_global.pdf
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Doreen Roadman | Apr 21, 2025

Tariffs tax equity markets - An SEI Article

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Doreen Roadman | May 13, 2024

Mastering Credit Card Debt: Strategies for Paying Down and Staying Debt-Free

Strategies for Paying Down and Staying Debt-Free
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Securities offered through United Planners Financial Services, Member FINRA/SIPC.

Advisory Services offered through JJSA Advisors, LTD.

JJSA Advisors, LTD. and United Planners are not affiliated.

 Insurance-related services may not be provided to individuals residing in any states other than California, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia. 

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