We are now entering the phase of the market cycle where worries start to proliferate. We’ve already talked about Evergrande, supply chain issues, rising interest rates, and so on—and the risks for all of these things are real. As the situations evolve, though, each of these categories and others will present themselves in different ways. For example, looking at China, we have Evergrande, the demographic rollover there, trade and competition issues with the U.S., and many more. Even as one issue (Evergrande) starts to recede from investor consciousness, others will rise again.




Client Relationship Specialist




Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Wealth Advisor
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal