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 Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.
While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.
Key considerations for choosing how to transfer your family home to the next generation.
The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.
Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.
For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.
How families are turning to donor-advised funds to support their long-term charitable giving goals.
Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.
The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.
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