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.
Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.
Having your accounts in one place can be helpful as you develop an income strategy for when you leave the workforce.
Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?
The BoC lowered its policy rate, and we think it will continue to cut rates sooner and faster than the Fed. We discuss why fixed income investors outside the U.S. should consider U.S. exposure where rates are likely to remain higher for longer.
Keep risks and taxes in mind when planning how to generate income in retirement.
Feeling lost in the maze of retirement planning? Take these steps to create a personalized income plan and navigate your golden years with confidence.
Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.
More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.
Annuities can play an important role in helping you accomplish your financial goals and plan for a secure retirement.
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.