Managing Director - Financial Advisor
I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will stay up to date with market and economic events to identify short-term investment opportunities. I will add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
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. To set up a consultation, please contact me.
We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Portfolio Focus
