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We provide well-rounded financial services and comprehensive financial plans to take the stress and guesswork out of financial planning — so you can focus on what is most important to you.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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Latest Insights

What does the Fed-induced selloff mean for the investment outlook?

The Fed’s actions have amplified uncertainty and pressure on stock markets. We examine the recent weakness and what it implies for coming quarters.

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