Senior Vice President - Financial Advisor, Senior Consulting Group
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:
641 East Lake Street, Suite 230 Wayzata, MN 55391
81 Rocking Horse Drive Bozeman, MT 59718 *Cannot receive mail at this location
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. Contact me to set up a consultation.
Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
