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No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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Latest Insights

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The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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Did you know, there has been a surge in installing sport courts in homes and backyards for the physical and mental health benefits? Call me to discuss if this investment makes sense for your goals. #sportcourts #pickleball

Stop struggling with small talk by using the simple 'FORD method'

Having trouble knowing how to connect with others during work events, business calls, and other social situations? Try these topics of conversation that work with just about anyone.

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Navigating the Paradox of Retirement

For many retirees, an abundance of free time and a shortage of structure could be a recipe for disappointment. Changing that narrative to living life in retirement with a balance is key.

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