
Monthly Recap – March 2026
April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...


Michael has worked as a Financial Advisor to both individual investors and institutions since 2000. Before moving his practice to Wells Fargo Advisors in early 2009, he worked for Smith Barney and Legg Mason. His financial career began immediately after he graduated from The College of Holy Cross in Worcester, MA, where he earned a bachelor’s degree in economics. In addition to applicable securities registrations and insurance licenses, Michael has earned the CFP® certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Before moving to New England, Mike spent his childhood on the North Fork of Eastern Long Island, where he developed his passion for golf, tennis and all things outdoors. He currently lives in Windham, NH with his wife and their three children.
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April 2, 2026
March Observations Geopolitics Trigger Sharp Global Selloff Global markets declined significantly in M...

March 18, 2026
By Eric Kittner Independence Has a Definition Problem, Especially at Scale I don...

March 9, 2026
By Anna McDonald, Director of Family Learning Family vacation homes have an emotional connection unlik...