Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
"No one will care more about your hopes, dreams, and aspirations than me.”
I listen to each customer and convert his or her wants, needs and desires into financial goals as part of a specific investment plan. My understanding of their goals is the basis for providing a creative and sound wealth management plan, which I support with a commitment to service and integrity.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
December 8, 2017
www.bloomberg.com
