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.
The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.
Understand common cybercrime tactics and strategies to safeguard your digital privacy, security and legacy.
The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Medicare coverage can be a confusing topic with an alphabet soup of options. Starting with the basics can help make sense of it all.
Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.
Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.
The majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.
HSAs are powerful tools to save for future health care expenses, and they come with a rare triple tax advantage.
The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
July 15, 2022
How to determine what is a safe withdrawal amount from your portfolio in retirement
February 2, 2022
What is an annuity and is it right for me?
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness