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.
A mid-year review can be a perfect time to reassess and adjust your financial strategy.
By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.
From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.
As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.
The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.
Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations, and broadening investor participation.
Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.
While the U.S. economy shows surprising resilience, persistent inflation and a growing energy shock threaten to widen the gap across sectors.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
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