Tradition of integrity with a plan for the future


Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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I help my clients become better investors through ethical financial leadership, backed by the strength of RBC Wealth Management. I deliver relationships, expertise, solutions and service based on a tradition of integrity and with a plan for the future.


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Latest Insights

Repairing a pothole

U.S. fiscal policy potholes

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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