As the global economy shifts into a "higher-for-longer" environment for interest rates and inflation, income investors are facing new challenges and opportunities. While traditional options like cash and fixed-income securities have been reliable, today’s landscape demands a broader approach to…

Dear Friends & Clients, As we enter the final quarter of 2024, it's been a year of both challenges and opportunities in the financial markets. In this month’s commentary, I’d like to offer some insights into recent market activity and explore what these shifts could mean for your financial plan moving forward.

As election season approaches, the headlines can feel overwhelming, especially when they focus on how the results could impact your investments. However, it’s important to remember: your investment strategy should never be driven by politics. Markets have experienced ups and downs under...