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.
We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?
We discuss how ESG factors can be a driver of investment value.
Much of the outlook remains dependent on the path of COVID-19, with plenty still to be done, the tailwinds suggest plenty of reason for optimism.
We take stock of the signs of excess in financial markets and look at how to position portfolios through this period.
The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.
An International Finance Corporation analysis found the Paris Agreement has created a $23 trillion global investment opportunity in emerging industries, such as solar and wind.
Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.
The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.
The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?
As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.
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