Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

Sep 08, 2025 |Joseph Wu, CFA

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

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happy grandfather and granddaughter

Life reimagined: The biotech revolution and longevity

Aug 27, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Children on seesaw in park

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

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.

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The Millionaires Next Door: What Sets Them Apart?

Feb 28, 2025 |Olga Kapitskaya

Millionaires next door quietly build wealth through disciplined, long-term strategies. Financially successful people share similar traits, habits, and mindsets. The key to joining their ranks is adopting these habits for a long-term success.

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