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.
Phishing and other types of fraud attempts increase in the months leading up to tax filing season. Know how to protect yourself and your wealth.
Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.
Want better financial health in the year ahead? Focus on these four things.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.
European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.
Weakening labour markets could spur further Bank of England rate cuts and Gilt strength, even as the UK’s undervalued equity market offers opportunities.
Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.
