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Value statement

I help affluent individuals, corporations, endowments, and retirement plans reach their investment objectives. I work with and for you as your investment advocate.


Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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Latest Insights

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Exploring the impacts of AI and GenAI across industries

Continuing our examination of artificial intelligence and its potential to shape the investment landscape, we look at the specific impacts AI may have—or is already having—across a wide range of industries.

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