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.
They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.
Household purchasing is largely controlled by women, and they often spend to support causes and products they value.
Three recent positive developments could prove to be a game changer for the continent, leading us to be more bullish on European equities.
Women contribute $7.6 trillion annually to the U.S. GDP and control the majority of purchasing power. Yet, there’s still a deficit in their financial confidence.
We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.
With direct links between financial fitness and physical health, it pays to take a preventative approach to both.
With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.
The new CARES Act legislation allows up to $300 given to a qualified charity to be claimed as an above-the-line deduction. Learn what this means for those donating.
The 2020 bear market and recovery differ from previous recessions in time compression on the downside and an above-average pace on the upside.
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