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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 develop and implement a disciplined wealth management process to help clients successfully accumulate, protect and transfer their wealth. My 30 years of investment experience provides clients with a unique advantage to be able to navigate through challenging investment times.

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Latest Insights

Mature entrepreneur walking and talking to advisor

From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

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