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I strive to establish a long-term partnership with my clients, based on trust and understanding of their financial objectives. My three decades of expertise as a financial consultant enable me to guide my clients towards achieving their financial goals.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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Is 2025 the beginning of a small-cap renaissance?

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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