The best returns are more than financial


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I work with high-net-worth individuals and small businesses to provide the service, solutions, and strategies needed to help create, preserve and transfer wealth.

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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Latest Insights

Woman watching stock charts

A mature but still intact equity bull market

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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