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I help affluent individuals and their families achieve their financial goals by creating and implementing comprehensive wealth management strategies.


Global Insight Monthly

GI Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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Latest Insights

Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

Jul 31, 2026 | Thomas Garretson, CFA

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

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