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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.
Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.
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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
May 22, 2023
Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.