Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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Investing in municipal bonds as interest rate hike looms

Speculation has been renewed over a hike in interest rates — after all, the increase has been pending for the last three years… Reuters practice management reporter Hilary Johnson decided to provide her advisor readers with tips on how to discuss muni bonds with clients, given that a rate hike seems to be imminent. I… Continue reading →

Don’t let resolutions fizzle: Financial tips for 2015

Earlier this month, I was quoted in the CNBC article, “10 financial steps that will set you up for 2015,” which outlined actionable monetary goals that individuals should capitalize on while they’re ready to start fresh. While January is a great time to make financial changes, it’s important to implement long-term plans so that the… Continue reading →

PNC Financial earnings report, estimates and outlook

With fourth quarter earnings reports in full swing, I was recently quoted in the Pittsburgh Business Times by reporter Patty Tascarella about the possibility of PNC Financial Services Group beating estimates for the twelfth consecutive quarter. I told her I was curious to hear if the company still has their balance sheet positioned for an… Continue reading →

Obamacare’s economic impact

During my most recent appearance on CNBC, I discussed the impact of Obamacare on the overall economy. As we start looking for fourth quarter earnings reports, the market is still quite a puzzle. A big piece of the missing puzzle is data on where the consumer dollar is going, especially with big changes in healthcare.… Continue reading →

Stock shake ups in 2015?

The market and economic outlook throughout 2015 could experience volatility, especially after the Federal Open Market Committee (FOMC) announced the possibility of the first Federal Reserve rate increase in more than eight years. During my latest CNBC “Street Signs” appearance, we discussed this current market volatility and I offered my opinion on specific stocks that… Continue reading →

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