Senior Vice President - Financial Advisor
To me, nothing is more important than honesty, integrity, and commitment. Every one of my clients knows that I will always provide my best counsel based on experience, but they also know that I will never push them into an investment that doesn’t feel right to them. At the end of the day, they are the ones who have to feel comfortable with where they are invested.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
Read more in Global Insight Monthly
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
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.
December 5, 2017
Cryptocurrency and blockchain: Ready for prime time?
January 9, 2024
Municipal market insight
May 18, 2026
Market week
June 1, 2023
Global Insight Weekly
May 10, 2022
Social Security: At a glance
Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.
