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Solid wealth management begins with looking at the entire picture. Each client has unique goals and financial circumstances, and is treated on an individual basis. Investment recommendations are based solely on what is right for each client. I seek to provide the excellent service and proactive communication that clients deserve. Above all, I believe in and abide by high ethical standards in all aspects of my business.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

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Big Tech’s AI expansion: From investment to scalable returns

Feb 03, 2026 | Joseph Wu, CFA

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

Read more

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