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.
Our Midyear Outlook argues for patience while financial markets work through persistent challenges.
Kelly and Kent discuss the important trend away from globalization and its ramifications for investors, economies, and financial markets.
The S&P 500’s surge over the past nine months doesn’t feel to us like the start of a new bull market, but rather like the last leg of the current rally.
Despite an overall muted outlook for the region, we see interesting opportunities in a range of sectors.
The Fed wants time to assess more data, but what might that look like by the next decision? We unpack the Fed’s thinking and what it means for investors.
Critical minerals are the building blocks of most modern technologies. We explore the drive for resilient supply chains and weigh the portfolio implications.
The S&P 500’s narrow leadership has camouflaged fairly paltry returns from most of the index. How may the phenomenon impact the investing environment?
Owning a business can put not only your company's finances at risk, but your personal finances as well.
With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.
