First Vice President - Financial Advisor
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.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
May 10, 2022
Social Security: At a glance
May 31, 2022
Understanding your account statement
June 1, 2023
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