Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I help clients to accumulate and conserve their wealth through a combined quantitative and qualitative approach that looks at both immediate and future income needs. My goal is to understand their entire financial picture to help them meet these needs, have an enjoyable retirement and build an estate to pass on to their heirs.
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June 1, 2023
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May 20, 2022
Social Security fundamentals
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.