Senior Vice President - Financial Advisor, Senior Consulting Group
Solid wealth management begins with looking at the entire picture. Each client has unique goals and financial circumstances, and is treated on an individual basis. Investment recommendations are based solely on what is right for each client. I seek to provide the excellent service and proactive communication that clients deserve. Above all, I believe in and abide by high ethical standards in all aspects of my business.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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November 27, 2023
July 10, 2023
June 15, 2023
Trend & cycle roadmap
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.