Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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Henry Ford


Value statement

We help our clients clearly define their financial needs and goals in order to create and implement a comprehensive wealth management strategy to help them achieve those goals.
 

Investment philosophy

Our investment philosophy is designed to help clients define their investment goals, develop a comprehensive plan that will be implemented and monitored based on changes in clients needs and changes in the economy. We follow this process by focusing on asset management, retirement planning, wealth transfer and estate planning.

 


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Latest Insights

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Weaving the threads of U.S. equity outperformance

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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