Senior Vice President - Financial Advisor, Portfolio Director Group
I help create financial security and peace of mind for high net worth individuals and institutions by developing and implementing comprehensive wealth management plans. I pride myself in providing my clients with a high level of service that meets and often exceeds their expectations.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.
May 20, 2022
A strategy to stay focused
January 9, 2024
Municipal market insight
