Senior Vice President - Financial Advisor
I work with individuals, families, and businesses to deliver customized wealth management strategies to address my clients’ current and future financial goals, as well as plan for their family legacies.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »
In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.
November 4, 2024
Market week
November 11, 2024
Fixed income interest rate market monitor
May 20, 2022
RBC Capital Markets’ strength in the municipal bond market