First Vice President - Financial Advisor, Consulting Group
In today’s financial markets, good financial advice has never been more critical. I help create financial security and peace of mind for individuals, families and businesses by developing a financial plan customized to their current financial needs and long-term financial goals. Developing a plan for my clients that clearly states their financial goals, time horizons and risk tolerance creates confidence that allows them to make appropriate investment decisions. I emphasize asset allocation and total portfolio management with a focus on retirement income planning.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
November 27, 2023
Market week
September 1, 2023
Trend & cycle: The long view
May 10, 2022
Social Security: At a glance