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.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
June 1, 2023
Global insight weekly
May 20, 2022
Social Security fundamentals
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.