Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I want to help you understand the world of investing and meet your financial goals. I will simplify the process and work with you over the long term in a way that is relatable and comfortable. I will look at your whole financial picture and develop a plan that works for you and makes sense to you.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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May 10, 2022
Social Security: At a glance
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.