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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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Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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NFL approves new kickoff rule

The new kickoff rule was modeled on what has previously been used in the XFL, and league owners believe it will increase the number of returns while decreasing the number of injuries.

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5 Timeless Financial Tips from Greek and Roman Philosophers

This fascinating article explores money matters from Greek and Roman philosophers. From Epictetus to Plato, their insights on wealth, frugality, and financial well-being still resonate today.

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Did you know, more Americans than ever owe income taxes instead of getting a refund on April 15. Planning ahead is key. Call me today to help.