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.
Formulating a plan with the guidance of a financial advisor can help keep investors on track through the ups and downs of the markets.
Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.
Fed Chair Jerome Powell tried to push back on near-term rate cut expectations, but markets shoved right back.
With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.
After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.
Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?
Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.
In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.
2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.
Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.
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