Helping Clients Manage Risks and Grow Assets.
Investing and Planning for Retirement
Seven of the eleven sectors are reporting year-over-year earnings growth for the fourth quarter of 2024. In terms of revenues, 63% of S&P 500 companies have reported actual revenues above estimates, which is below the 5-year average of 69% and below the 10-year average of 64%.
Interest Rates Cuts and Financial Markets
Volatility in the financial markets is very common during presidential elections. Rising global tensions also contribute to markets volatility. If you’re investing long-term, you may want to avoid reacting to any short-term market
Top 10 Ways I Help My Clients Grow and Thrive
I help clients “cut through the marketing noise”. The advice is based on the latest research and material facts, not on opinions and advertisements. The advice is always goal oriented, evaluating each decision