Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2019. This prestigious award is given to less than one half percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Chip helps create financial security and peace of mind for individuals and their families. He accomplishes this by integrating their personal values into their wealth planning and providing his clients with a high level of service that meets and often exceeds their expectations. Investors benefit from his customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.
November 2, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
October 30, 2017
Social Security: At a glance
April 6, 2020
February 4, 2020
Quarterly Economic and Market Update