Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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.
While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.
May 10, 2022
Social Security: At a glance
May 31, 2022
Understanding your account statement