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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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My business provides a unique process of organizing the complex financial decisions and documents that are part of the planning process for successful individuals and families to achieve their goals. I also work extensively with credit unions, nonprofits, foundations, endowments, municipalities and Taft-Hartley plans in order to provide the guidance necessary for their investment committees to make prudent decisions in these uncertain times.

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Latest Insights

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Tariff deluge: RBC’s initial take

Apr 04, 2025 | The Global Portfolio Advisory Committee

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Ralph Barocas is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, IA, KS, LA, MA, MT, NE, NY, OH, OK, OR, PA, SC, TX, WY.

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