First Vice President - Financial Advisor, Consulting Group
In today’s financial markets, good financial advice has never been more critical. I help create financial security and peace of mind for individuals, families and businesses by developing a financial plan customized to their current financial needs and long-term financial goals. Developing a plan for my clients that clearly states their financial goals, time horizons and risk tolerance creates confidence that allows them to make appropriate investment decisions. I emphasize asset allocation and total portfolio management with a focus on retirement income planning.
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
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Market week
January 2, 2024
Trend & cycle: The long view
May 10, 2022
Social Security: At a glance