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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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The Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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If you’re 60-63 years old, you can now save more for your retirement. Let’s connect today on your catch-up contribution limits.

If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.

Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed.