Personal relationships. Global resources.


Working with you

We are committed to helping create financial security and peace of mind for individuals and their families. We accomplish this by combining a high level of service with state of the art investment solutions designed to help clients achieve their goals. Investors benefit not only from a customized approach to long-term goals, but also by being involved in the decision making process. Built on a foundation of trust and satisfaction, it is this partnership that allows our clients to maintain a strategy though various market cycles.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Jay Liberman

Jay Liberman

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4253
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Latest Insights

Shipping Containers

Transmission framework: How tariffs will flow through the U.S. economy

Aug 08, 2025 | Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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Newton's cradle

A central bank at rest tends to stay at rest

Aug 01, 2025 | Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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