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In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life and your hopes and dreams — and a clear road map for getting where you need to go.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, I am well-positioned with advice and a plan to help give you greater confidence to pursue all of your life goals.

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Latest Insights

solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »