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.
Many long-term investors look to Fed speeches for insight. We explain why they’re not good guides and investors should look to planning—not parsing—when building portfolios.
Domestic and geopolitical headwinds are testing China’s recovery momentum. We assess key issues and implications for equity investors.
We assess the market’s prospects in light of the recent a-typical summer rally.
As ESG investing gains interest, so do the ESG scores and ratings. Yet ESG data needs discernment. Financial and investment advisors can help investors.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
While markets tend to absorb military clashes quickly, the world’s complex web of financial ties makes the economic clashes a greater source of risk.
Policy adjustments will depend on the incoming data, but the incoming data might not be all that great, and this rate hike may be one of the last.
Newfound wealth affords endless opportunities—but in order to protect your assets, you need to take time to plan.
Paying attention is key: By staying informed, investors and shareholders can participate in the proxy voting process.
Thank you for your submission. I look forward to connecting with you shortly.
If you'd like to discuss anything you learn about here in more detail, please fill out the form below.
This is a required field.
Special characters are not allowed here. Please provide valid input for this field.
Provided email is formatted incorrectly. Please enter a valid email address
The sum of the numbers is incorrect.