Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.
Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.
Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.
Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.
Investors will need to look deeper at earnings results for possible clues about the path forward.
Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.
Major changes aren't necessary, but a mid-year review can be a perfect time to reassess your financial strategy.
We take stock of these stubborn challenges, and look at whether a retrenchment in corporate earnings may be the next shoe to drop.
We look at how rising recession risks are affecting equity markets, and discuss why there’s no “one-size-fits-all” market response to recessions.