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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 - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Bulletin Board