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.
Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.
Our thoughts about portfolio positioning for 2022 by asset class and region, and our forecasts for currencies and commodities.
Tech-sector regulation is just one of the policy shifts being driven by President Xi Jinping, as China faces demographic and productivity challenges.
The transition could represent a grand economic realignment, but investors shouldn’t lose sight of what it’s going to take to get from here to there.
A historic corporate debt binge has supported the economic recovery. How should investors view the opportunities and risks for this business cycle?
As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?
Did you know this about money management? Caregiving causes a financial impact on families—especially women.
The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.
Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.
Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?
