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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

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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Latest Insights

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Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.

As the sun sets and the Seder table is set, may you find joy and peace in the traditions that unify us. Wishing everyone a meaningful and blessed start to Passover. Chag Sameach!

Our planet is our shared home, and Earth Day is a reminder of our collective responsibility to protect and preserve it. Let’s make every day Earth Day.