Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
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.
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.
January 15, 2020
February 4, 2020
Daily Market View
October 6, 2017
October 30, 2017
Social Security: At a glance
"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)
While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.