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.
It may be essential to plan for unexpected health crises in order to protect the assets of parents and their adult children.
Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?
Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.
Did you know a donor-advised fund gives you options and flexibility in your annual charitable giving?
In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.
2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.
While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.
Stagflation risks and a likely general election suggest a volatile environment in 2024.
With so many transactions taking place, the holiday season is prime time for criminals.
When an Alzheimer’s diagnosis is made, women tend to be caregivers for the patients—often resulting in a financial setback for those females.
