Senior Vice President - Financial Advisor - Consulting Group
Our purpose is to furnish financial services of value to our clients. We should act as their consultants, putting their interests first. We are confident that if we do our jobs well and provide service of great value; not only will mutual trust and respect develop, but client satisfaction as well.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about I approach, I would love to hear from you. To set up a consultation, please contact me.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
