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.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
June 1, 2023
Global insight weekly
June 15, 2023
Trend & cycle roadmap
July 10, 2023
May 10, 2022
Social Security: At a glance