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.
The question for investors is always what the Fed will do, not what it should do. Recent economic data has opened the potential for an abnormally large breach between the two frameworks. We look at the possible effects for investors and the economy.
The midterm elections upended American politics, but when it comes to the stock market, elections come and go. We examine the investment landscape and four factors that we believe matter more to the U.S. equity market’s performance than elections.
Powerful hardware and software advances are transforming robotics. Humanoid designs and artificial intelligence could change how robots are used in many industries—and how we interact with them.
The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.
While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.
Key considerations for choosing how to transfer your family home to the next generation.
China’s AI models now rival leading U.S. alternatives yet face mounting semiconductor constraints. We examine the latest developments in Chinese AI and explore what these advances mean for the competitive landscape ahead.
The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.
Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.
