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Welcome

I provide comprehensive financial solutions for individuals, family offices and small institutions. These solutions include: asset allocation, estate planning, retirement planning, and liability management. It is my belief that accountability and understanding is at the core of every successful investment plan. My goal is to help you create a plan that incorporates these elements and enables you to meet your financial goals.

What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Bulletin Board

"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)

Latest Insights

The global stock market selloff and the implications for investors

Oct 29, 2020 | Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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