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.
Understanding the challenges will make it easier to plan for retirement without fear of outliving your assets.
As companies strive toward net zero, responsible investing opportunities continue to increase.
The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.
With so many transactions taking place, the holiday season is prime time for criminals.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.
As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.
Health care is a difficult conversation, but planning now can help take the sting out of medical bills.
Has the time come for fixed income investors to look beyond yield, and to the prospects of bond price appreciation and potentially lofty total returns?
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
