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Much like a well-built portfolio, diversification is one of the key ingredients to success

Part of what makes my role as an investment advisor rewarding on a daily basis is in knowing I can make a difference in a client's future while also educating and informing them on how their investments can make a positive impact in the world.

When what the World Bank estimated as a $23 trillion global investment opportunity in solar, wind and hydro power shifted to China and Europe, the United States was left behind.

So what's in store for 2021? While I am not in the prediction business, it's difficult to see 2021 as being a more difficult year than we one we've just emerged from.

Timeless lessons in wealth, greed, and happiness

As a certified responsible investment advisor, the conviction I hold in guiding my clients through portfolio investments that should bear fruit in the coming years has never been stronger.

Your business, the family and kids, your outstanding liabilities and most precious possessions – what happens to them? It cannot be understated that leaving this question unanswered is the biggest risk you will take with your wealth.

We will not soon forget how our communities have responded to the crisis, but will we remember how companies behaved?

"Particularly during these increasingly uncertain times, guiding clients through this recent journey has meant they are that much closer to reaching their objectives in spite of the volatility we've witnessed."