Reva Shakkottai
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 majority of Americans will need some level of housing and care support as they age. Make sure you understand your options and build a care plan before an event occurs.
Our ongoing “Worlds Apart” series looks at the just-concluded BRICS summit and how the group aims to rebalance the global order. We believe the shift to a multipolar, more fragmented world argues for viewing portfolio allocations through a different
Planning ahead can help take the sting out of future medical bills.
Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
The U.S. presidential election's impact on the stock market may be a concern, but historical election cycles offer reassurance to investors. Read the Investor’s Edge article on this timely topic.
Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.
If you've noticed signs of autumn in your neighborhood, it's time to prepare for year-end. Check out year-end financial tips in the new Investor's Edge.
Escape the winter chill or find beauty in the season. Explore ideal winter vacation destinations in the latest Investor’s Edge newsletter.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
July 19, 2018
As Trade Tensions Escalate, How Can Investors Safeguard Their Portfolios
July 26, 2018
Boots on the Ground: Getting Defensive with the Defense Industry