Senior Vice President - Branch Director - Senior Portfolio Manager
I help high-net-worth individuals and families achieve their financial goals by creating and implementing custom comprehensive wealth management plans.
Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.
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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. To set up a consultation, please contact me.
The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.
January 9, 2024
Municipal market insight
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
