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.
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
Understanding behavioral finance may be a strategy to help advance your business goals in our evolving financial landscape. Read more in this Investor’s Edge.
Are you a business owner looking to retire? Read how an employee stock ownership plan (ESOP) might align with your goals in this Investor’s Edge newsletter.
In this new year, consider prioritizing both your health and your finances. Read wellness tips in the first Investor’s Edge newsletter of 2025.
Do you have a trusted contact person on file with your financial advisor? Establishing and setting one up is quick and easy. Read the current Investor’s Edge newsletter.
Learn financial strategies to help your loved ones who are living with a disability in the first edition of our Investor’s Edge newsletter for 2025.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
Want better financial health in the year ahead? Focus on these four things.
We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.
Stepping back from your business requires as much hard work and planning as it took to build it.
