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Value statement

We help high net worth families and small businesses achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.

 

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Learn more about the Costley McCluey Wealth Management Group.

Latest Insights

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Monetary policy possibilities

Apr 24, 2025 | Atul Bhatia, CFA

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Disclosures

Brandon Costley is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, ID, KS, MA, MD, MI, MO, MT, NC, ND, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0E21193.

Gavin McCluey is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, MD, MI, MO, MT, NC, ND, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY.

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