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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.
Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.
Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?
Janet and Tylar reflect on the bullish and bearish forces pulling on markets, and how they see the investment outlook amid rising recessions risks.
Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.
With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.
The U.S. equity market is purring along, but the threat of market volatility remains. We look at three lingering risks investors should keep in mind.
With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.
How prepared are you for retirement?
If you’re considering taking the leap with your hobby or passion, there are some important financial questions you need to ask first.
Raising the U.S. debt limit has been a regular occurrence, but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.