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Portfolio Manager & Wealth Advisor
Would you like to gain greater financial security and confidence and have your wealth managed in the most efficient way possible while receiving expert advice on important financial issues - which means more time to live life to the fullest, create a lasting legacy, and peace of mind.
We are a team of experienced financial experts with a proven track record of delivering exception results for our clients. We are dedicated to making a difference in the lives of others by applying leading edge and proven research-based investment & wealth management methods.
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U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
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