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Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Discovering your loved one has dementia is a heartbreaking moment. But early diagnosis is actually key to better outcomes, and the early signs of the condition...

Watch for These Signs of Dementia in Your Loved One’s Finances

Dementia doesn't just affect memory, it can quietly show up in someone's finances first. Watch for these early warning signs in a loved one: • Repeatedly forgetting routine financial tasks • Trouble with simple math, like calculating a tip • Sudden shifts in financial opinions or risk tolerance • Falling victim to scams or fraud Recognizing the signs early can help protect the people you care about and their financial security. #FinancialWellness #DementiaAwareness #ElderCare

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thefamilyinventoryworkbook-b1bf05b2470c440c91a744d99f2d20ef.pdf

Do you know where to find all your important family documents quickly in the event of an emergency? Our family inventory workbook can help you get organized so that all your asset, account, contact information, and wishes are in one convenient and secure place. Take action today for peace of mind tomorrow. Prefer a hard copy? Message me and can forward.

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Did you know 32% of families use college savings plans as a way to pay for college? Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in. ??????’?? ?????????????? ???? ?? ?????? ???????? ?????? ?????????? ?? ???????? ?????? ???????????? ????????????????.

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Latest Insights

Repairing a pothole

U.S. fiscal policy potholes

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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