Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I am very proud to be recognized as one Forbes Best-In-State Wealth Advisors in 2022 and 2023 and an AdvisorHub Advisor to Watch in 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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September 25, 2023
Market week