First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
My mission is to provide investors attractive returns while managing risk. To identify and assist clients who understand and appreciate our investment philosophy.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
May 12, 2021
Trend & cycle roadmap
March 18, 2021
Daily market view
Global insight weekly
Trend & cycle: The long view
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.