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.
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May 10, 2022
Social Security: At a glance
The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.