Managing Director - Financial Advisor
I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will stay up to date with market and economic events to identify short-term investment opportunities. I will add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Portfolio Focus
