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.
With stock markets in another funk, we discuss the overt challenges, some other risks in the background, and what this spells for the equity outlook.
Investors can easily take part in the green recovery. Innovative and sustainable technologies, like SusTech, represent an opportunity toward accelerating clean economic growth and the transition to the net-zero economy.
Inflation, geopolitics, rate hikes, and economic challenges have produced a “growth scare.” We discuss market impacts and equity investment ideas.
China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.
Investors shouldn't keep the majority of their portfolios in cash. However, it can be used within your overall wealth planning strategy.
We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.
We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.
With pandemic stress and burnout topping the list of reasons why people left their jobs, it’s clear workers are looking for greater support.
Understanding your spouse's motivation for how they want to spend, save and invest can help you better appreciate their point-of-view and work through important financial decisions.
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