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.
Consider these changes as you make adjustments to your retirement savings plans.
Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.
While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?
With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.
More and more Americans are starting side businesses for extra financial security or to build wealth through passive income.
As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.
The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.
Tylar and Janet discuss what will influence markets in 2023, telling us the worst is probably behind us but that volatility will remain.
A change can affect more than meets the eye; we take a closer look.
When your family is growing, take time to plan for future financial security.
We've included a few market commentary reports below that we find particularly valuable for our clients. Please download them and let us know if you have questions or would like to discuss them in more detail.
September 8, 2022
Global insight weekly
January 4, 2023
Trend & cycle: The long view
October 20, 2017
May 20, 2022