Your source for valuable insights

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.

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 |Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

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Single office town New York skyline

Building on a narrow base

Jan 07, 2026 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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