Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help high net worth individuals and businesses achieve their financial goals by creating and implementing comprehensive wealth management solutions that focus on accumulating, protecting and transferring wealth.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
Read the Global Insight 2024 Outlook »
For more information please contact me at 408-947-3301 or firstname.lastname@example.org.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
June 1, 2023
Global insight weekly
June 15, 2023
Trend & cycle roadmap
July 10, 2023
May 10, 2022
Social Security: At a glance