Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
Read GI Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
May 10, 2022
Social Security: At a glance
May 31, 2022
Understanding your account statement