Senior Vice President - Financial Advisor, Consulting Group
I believe successful investing requires adherence to a disciplined process that includes setting realistic goals, developing an appropriate investment strategy and monitoring of both investment performance and client goals.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
May 10, 2022
Social Security: At a glance
August 8, 2022
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.