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.

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The 2023 investment story: Elements of surprise

Jan 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Janet Engels and Tyler Lunke

Audio commentary – 2024 Outlook: Crosscurrents and opportunities

Jan 04, 2024 |Janet Engels and Tylar Lunke

2023 was a year of surprises. What’s in store for 2024? Janet and Tylar discuss some crosscurrents and where to find potential opportunities.

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