Let us help you grow more than wealth


Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service and a comprehensive approach to managing wealth that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

A shadow of doubt?

The U.S. stock market seems to be a bit out of sync with the recovery paths for corporate earnings and the economy. The shadow cast by COVID-19 on profits and GDP growth could be longer than expected. We examine the paths back to normal for earnings and the economy, and the implications for equities. Read the full economic outlook in the latest edition of Global Insight.

 

 

My philosophy of investing can best be summed up by these quotes:

"My two rules of investing: Rule one – never lose money. Rule two – never forget rule one." – Warren Buffett

"Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it." – Warren Buffett

"Even if you are on the right track, you will get run over if you just sit there." - Will Rogers

"It is better to miss the occasional boat than to catch the one that sinks." - Confucius


Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click Contact.

Latest Insights

Taking stock, Part 3: Yields and sentiment

We continue to look at unique indicators and analyze what happens to the stock market as these readings are digested by market participants.

Read more

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields