Senior Vice President - Branch Director - Senior Portfolio Manager
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.
January 9, 2024
Municipal market insight
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
