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.
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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.
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.
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Portfolio Focus
