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.
As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.
Working with your family to develop a wealth mission statement can chart an intentional course for the future.
With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.
Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.
With bond yields near or above the return targets in many wealth plans, we think fixed income should play a bigger role in portfolios.
As the loose association of developing nations prepares to welcome new members, we look at how emerging relationships could shape the future.
As more central banks explore digital currencies, we examine the advantages and drawbacks, and argue the likely result is technological evolution, not revolution.
As global equities generate solid returns this year, we explain where we see potential opportunities for investors, despite the potential for market volatility.
Timing may not be everything, but it can result in a major difference in the amount of benefits you can claim.
We examine the post-pandemic challenges facing the commercial office space market, and the potential economic impacts of recent trends.
