First Vice President - Financial Advisor, Consulting Group
I strive to provide a high level of value and service to my clients, attempting to educate them so they feel empowered to make sound investment decisions in partnership with me.
I find that in most situations a strategic buy and hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments can be successful when aligned with the appropriate risk tolerance. In addition, I will closely monitor market and economic events to identify short-term opportunities, while always considering tax consequences.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
May 10, 2022
Social Security: At a glance
May 31, 2022
Understanding your account statement
June 1, 2023
Global insight weekly
