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 Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.

Bulletin Board

Latest Insights

Man waiting

Another round of the Fed’s waiting game

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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