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.
Populists will likely have a louder voice in setting the European agenda, but the outcome of the elections shouldn’t throw the EU off course.
There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.
We look at the likely fallout for the economy and explain why a constructive yet vigilant position toward equities is warranted.
How investors can use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.
There’s a growing trend around investment in fine wine, offering diversification and the potential for returns.
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness
September 22, 2020
Invest with a plan for success