Your source for valuable insights

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.

Semiconductors

First-half 2026 equity recap: Leadership comes in different forms

Jul 02, 2026 |Kelly Bogdanova

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

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Image of couple

Happily ever after

Jul 01, 2026 |Carol A. Wilshire

Looking beyond the numbers as retirement approaches

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