Senior Vice President - Financial Advisor - Portfolio Director Group
Our purpose is to furnish financial services of value to our clients. We should act as their consultants, putting their interests first. We are confident that if we do our jobs well and provide service of great value; not only will mutual trust and respect develop, but client satisfaction as well.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about I approach, I would love to hear from you. To set up a consultation, please contact me.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.
