Father, Portfolio Manager, Senior Investment Advisor, Financial Planner, Educator, Entrepreneur
SUTHERN PRIVATE WEALTH MANAGEMENT WELCOMES YOU IF:
- You are an individual/family/business owner looking for a comprehensive, worry-free approach to your financial life. This begins with a detailed strategy of what your financial destination "looks and feels" like, including a clear detailed picture of where you are today. With this in hand, they then draw up an effective roadmap to allow you to r
06/09/2025
I am usually not a fan of posting anything about myself, however, this one I am proud of. This award is based on comments from peers and colleagues. Thank you to those that took the time to nominate me, I truly appreciate it.
05/07/2025
These 18 Industries Could Reshape the Global Economy by 2040 Discover the biggest industries in 2040, from AI to biotech, as emerging sectors generate up to $48 trillion in revenue.
07/03/2023
A Bull or a Bear Market? It Doesn’t Matter. Stocks still haven’t returned to their last peak, and our columnist is in the camp that says this isn’t a bull market yet. But he’s buying stock anyway.
07/03/2023
Great visual illustrating the size of the crude oil market versus other metals….
Sizing Up: The Oil Market vs Top 10 Metal Markets Combined The oil market is bigger than the 10 largest metal markets combined, with production value exceeding $2 trillion annually.
02/17/2023
TFSAs and RRSPs Often, saving for the future involves using both TFSAs and RRSPs.
11/06/2022
Neat timeline on U.S. sector stock perofmrnace this year so far......
Visualizing S&P 500 Performance in 2022, by Sector This video highlights S&P 500 performance through Q3. See how sectors and key companies have performed from Jan 1 to Sep 30, 2022.
08/08/2022
Taking a goals-based approach to investment risk The real measure of risk is whether or not you reach your financial goals. While investors may view risk in a number of ways, the perspective you take should help guide you toward your long-term goals. Typically, investors measure risk by comparing performance to a market index (or benchmark), such....
06/13/2022
Ranked: Visualizing the Largest Trading Partners of the U.S. U.S. trade of goods amounted to nearly $4.6 trillion in 2021, and Canada, Mexico, and China were the country's biggest trading partners.
05/30/2022
The Best Months for Stock Market Gains This infographic analyzes over 30 years of stock market performance to identify the best and worst months for gains.
03/28/2022
Sensible tax tips when filing your 2021 tax return Just in case you’re losing it too, here’s a list of one dozen sane and sensible tax tips to keep you on track when filing your return this year.
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