Personal relationships. Global resources.


I am proud to have been featured recently by Forbes and invite you to read “Pro Athletes: How To Navigate Short Careers, Long Retirements”. While the article focuses on the fiscal challenges of being a professional athlete, I find the same issues facing other clients who come into wealth suddenly or early in their careers. Please contact me to discuss how I can help you prepare for a long retirement.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

Take the next step

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.

Bulletin Board

Latest Insights

Big Tech is driving the market’s gains: What it means

Aug 06, 2020 | Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

Read more
Gold bars sitting on top of market charts

The outlook for gold prices in a volatile world

Aug 04, 2020 | Richard Tan, CFA

Gold has reached new highs against a backdrop of economic uncertainty. We look at its future prospects in light of economic stimulus and macro trends.

Read more