The best returns are more than financial

Value statement

To become your primary financial advisor and to coordinate the efforts of other advisors in your best interest. Open communications, a good rapport, and keen insights into your needs and goals will allow us to provide the highest level of service and results.
How I work with you as Personal Agreement.
If I had eight hours to chop down a tree, I'd spend the first six sharpening the axe.
                                                            ----Abraham Lincoln
                                                                                                    
To learn more on how we work with you, click on "Who We Are" and "What We Do"

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

Taking the Next Step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click Contact.

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Latest Insights

Cars in fog

The Fed raises the bar for lower rates

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

Read more