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No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact me today to learn more about our customizable solutions designed to help you strengthen your financial security.

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.

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Trump Warshes his hands of Powell

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Remember to wear red on February 6 for National Wear Red Day®️ in support of heart health.

Did you know research suggests that couples who communicate regularly about money report greater financial confidence? Shared goals and regular communication are both key.

The earlier you talk about your finances with family, the stronger your legacy could become. Open conversations today build confidence, clarity and shared purpose for tomorrow. Talk to me about tips and strategies to start the conversation.