Life is a transition. Let’s talk about yours.

 

Value statement

Tina is energized by providing traditional advice and guidance that supports her clients’ dreams by establishing strong investment objectives and life goals. She develops dynamic, strategically-managed stock and bond portfolios to align with her clients’ risk tolerance and investment objectives. She also identifies and implements opportunities for wealth transfer strategies. Periodic reviews helps assure investments are aligned with income and growth objectives of each individual investor. Her approach to service revolves around four key principles — understanding, communication, objectivity and integrity.


 

Defense mechanisms

Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.  Read the full economic outlook in the latest edition of Global Insight.

Latest Insights

EU elections: A shift in the balance of power?

May 24, 2019 | Frédérique Carrier

Populists will likely have a louder voice in setting the European agenda, but the outcome of the elections shouldn’t throw the EU off course.

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