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.
Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.
We recommend focusing on stocks with quality characteristics and would add more duration to government bond exposure.
After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.
Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.
The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.
After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.
