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.
From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.
As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.
The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026.
Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations, and broadening investor participation.
Seniors are frequent targets for scammers. Here's how to empower and support those who've experienced financial exploitation.
While the U.S. economy shows surprising resilience, persistent inflation and a growing energy shock threaten to widen the gap across sectors.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security.
The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.
