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.
As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.
Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.
Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.
Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.
Investors will need to look deeper at earnings results for possible clues about the path forward.
Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.
Major changes aren't necessary, but a mid-year review can be a perfect time to reassess your financial strategy.