Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
Read more in Global Insight Monthly
June 1, 2023
Global Insight Weekly
May 20, 2022
Social Security fundamentals
Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.
