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.
We believe tighter policy may cause volatility, but it’s unlikely to feed a recession. We discuss why we’re constructive on equities and risk assets.
Janet Engels and Tylar Lunke discuss the forces that have put markets on edge, whether the outlook for 2022 has changed, and what it all means for equities.
We regard the pullback as something that should be endured on the way to further market gains instead of portending “something worse.”
Faced with a challenging global economic environment, China is following its own path. We discuss near-term prospects and investment considerations.
The pandemic has caused many to rethink their current work situation and reprioritize what matters most. Whatever the reason, make sure you understand all the financial implications.
This volunteer initiative encouraged employees in 60 different branches across 13 different states to volunteer at food shelves or food banks or participate in a food drive in their local office.
Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes over the long run.
A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.
Pivotal contributions to economies can be made by underutilized parts of society. Technology can promote economic inclusion, and in doing so, boost growth.
We're adding a seventh recession indicator to our scorecard. What’s new and why is it being added?
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