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.
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.
U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.
Protecting the future of a loved one with a disability helps to make sure their needs are met, no matter what happens down the road.
Explore responsible investing trends to watch for in 2025, growing physical climate risks, as well as an update on EVs and their environmental sustainability.
Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.
Fine art can be an enjoyable investment for diversified wealth management, but it comes with unique risks.
If you don't qualify for financial aid or needs-based grants, here are some strategies for navigating the multi-kid college crunch.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
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