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.
After the Fed’s rate hike, we see little question policymakers take back the 2025 cuts, but the real question might be whether they will take back the 2024 cuts too—and what that means for Treasury yields nearing 20-year highs.
Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.
For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.
The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?
Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.
Since the GENIUS Act created a U.S. regulatory framework for stablecoins, debate has centered on whether digital assets can pay interest. We believe that misses the bigger story: the potentially revolutionary nature of tokenization.
With intentional planning, family travel can connect generations, pass down values and serve as a meaningful part of your family’s legacy.
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