About: Valerie Nichols, CFA

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Website:
Bio: DIRECTOR OF INVESTMENTS

Posts by Valerie Nichols, CFA:

Tax Provisions for Individuals Included in the Consolidated Appropriations Act

Posted on: 17 Feb 2021

The Consolidated Appropriations Act, 2021 (CAA) extended several provisions for tax relief for individuals. Most of these provisions were introduced…

Federal Reserve Issues New Lending Facilities

Posted on: 03 Apr 2020

Our previous communication regarding the fiscal package recently passed into law mentions the large number of programs contained in this…

Evaluating the Economic Impact of the Coronavirus

Posted on: 10 Mar 2020

The coronavirus is severely impacting China’s economy and recent data suggests that this is spilling over to other economies, particularly…

Economy to Take a Hit Despite Fed’s Intervention

Posted on: 10 Mar 2020

Note to our readers: This update discusses the implications of the coronavirus on the China, U.S. and global economies and…

Celebrating the American Worker

Posted on: 05 Sep 2019

 “Somebody once said that in looking for people to hire, you look for three qualities: integrity, intelligence, and energy. And…

The Fed delivers! What happens now?

Posted on: 31 Jul 2019

“If past history was all that is needed to play the game of money, the richest people would be librarians.”…

China and Emerging Markets: Capturing Opportunity While Managing Risk

Posted on: 09 Feb 2019

Along with improving economic conditions, population surges in the US, China, and Emerging, has allowed hundreds of millions of people to pursue a higher quality of life, resulting in greater consumption.  This also creates potential investment opportunites.

Finding Value in Markets Outside the U.S.

Posted on: 03 Jun 2017

With the U.S. stock market reaching new highs on a seemingly daily basis, investors are anxiously – but cautiously – anticipating what will happen in the months ahead.

Career Insights from Valerie Nichols

Posted on: 12 Apr 2017

Valerie works with individuals and families to determine investment goals and objectives, quantify risk tolerance, and develop an Investment Policy Statement which will drive portfolio allocation. As a member of the Investment Policy Committee she participates in monitoring and selecting investment managers and investment strategy for the firm.

Finding Value in Markets Outside the U.S.

Posted on: 08 Mar 2017

With the U.S. stock market reaching new highs on a seemingly daily basis, investors are anxiously – but cautiously – anticipating what will happen in the months ahead.