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.
The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.
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.
October 30, 2017
Social Security: At a glance
September 3, 2020
The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.