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.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. 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)