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.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.
Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.
The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage.
Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.
By involving heirs in philanthropic decisions today, families can create a clear path for continuing their charitable legacy.
Protection needs evolve over time. Make sure to revisit your strategy for financial coverage as you move through life.
Follow these eight age-based retirement income planning guidelines to put yourself on the path to the financially secure future you want.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
Second jobs or personal businesses, often called side hustles, side gigs or side businesses, are a growing trend. While side gigs may be secondary to your primary employment, many factors go into making them successful.
