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.
In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.
Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.
The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.
With so many transactions taking place, the holiday season is prime time for criminals.
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
