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.
The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.
Research shows there’s been a marked shift towards investing sustainably, rather than a focus solely on returns at all cost.
Learn about the ESG trends for 2021 in our latest issue of Insights into responsible investing newsletter.
The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.
To ease the burden and legal exposure, appointing a professional trustee is worth considering, especially for individuals with larger or complex estates
We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?
Whether you’re a business owner with the goal of increasing racial equity or part of a larger corporation that wants to expand its diversity efforts, diversity training and intentional outreach can benefit both sides.
We discuss how ESG factors can be a driver of investment value.
Much of the outlook remains dependent on the path of COVID-19, with plenty still to be done, the tailwinds suggest plenty of reason for optimism.
We take stock of the signs of excess in financial markets and look at how to position portfolios through this period.
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