Senior Vice President - Financial Advisor, Senior Consulting Group
I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
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, contact me.
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Social Security fundamentals
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Trend & cycle roadmap
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Global insight weekly
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
