Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

A Global Engine Stalls: Can China Restart Consumer Confidence?

October 11, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER OCTOBER 11, 2024 Good day, I hope this finds you and your family well as we approach Thanksgiving weekend. We are truly blessed. If you are reading this then it means that you are so very lucky compared to what many people...
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Market Jitters: A Closer Look at Recent Volatility and Resilience

September 27, 2024 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER SEPTEMBER 27, 2024 Good day, Not exactly sure why but it’s been a hectic few weeks with kids back to school and some extra time spent meeting people outside of the office. What’s been happening? I was going to reference the...
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