Vice President - Financial Advisor
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in Global Insight Monthly
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May 20, 2022
Social Security fundamentals
Going Green in Munis — For the Right Reasons
May 26, 2022
Principles of Successful Investing
Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations, and broadening investor participation.
