Senior Vice President - Financial Advisor, Portfolio Director
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
Read more in Global Insight Monthly
I develop and implement a disciplined wealth management process to help clients successfully accumulate, protect and transfer their wealth. My 30 years of investment experience provides clients with a unique advantage to be able to navigate through challenging investment times. My clients seek me out for my expertise. They trust me not only to advise them, but to educate them, their families and their legacies in all areas of wealth management.
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A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.
