** Phoenix Financial, is a former RIA (Registered Investment Advisory) firm with the Commonwealth of Massachusetts.

Presently structured as a Sole Proprietorship with the Commonwealth, the firm is in the process of restructuring as a Limited Liability Corporation.


Phoenix Financial

Phoenix Financial

Phoenix Financial

Phoenix Financial

Phoenix Financial

Phoenix Financial

Phoenix Financial

In an effort to share un-biased educational content, I have partnered with a number of local media organizations throughout the state.  Below are a sampling.

Previously Featured on:

Media Appearances - Extended Versions

The U.S. Federal Reserve

The U.S. Housing Collapse

U.S. Recessions

The U.S. Banking System

The U.S. Dollar

The U.S. Federal Reserve

The U.S. Housing Collapse

U.S. Recessions

The U.S. Banking System

The U.S. Dollar

My Investment Thesis is predicated largely on event-driven, macro-economic conditions.  To that end, I follow economic activity on a very regular basis. 

Media Appearances - Quick 3-minute Versions