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.
With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.
After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.
There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
Follow these eight age-based retirement income planning guidelines to put yourself on the path to the financially secure future you want.
A host of questions and emotions surface when facing a divorce. While you may have already decided upon some major items—like custody of children, alimony and dividing marital assets—read on for top financial considerations during this trying time.
While there are a multitude of opportunities to invest in causes or ventures that support positive social change, the burgeoning business of women’s sports may impact the future wealth planning.
Amid conversations about economic ups and downs, market uncertainty and costs for goods and services, it’s prudent to focus on some basics like budgeting. What does your budget look like or has it fallen by the wayside?
As an investor, you may be looking for ways to diversify your long-term financial health throughout periods of economic expansion, downturn and recovery.
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What is an annuity and is it right for me?
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Five essential steps to put your financial house in order
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