
History Rhymes: A Review of Presidential Policy “Missteps”
April 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
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 24, 2025
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...