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.
Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.
Read more in Global Insight Monthly
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 S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.
January 9, 2024
Municipal market insight
May 7, 2025
Trend & cycle roadmap
May 10, 2022
Social Security: At a glance
