The best returns are more than financial


Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Pleased to serve you in multiple locations

I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:

Wayzata office

641 East Lake Street, Suite 230
Wayzata, MN 55391

Bozeman location*

81 Rocking Horse Drive
Bozeman, MT 59718
*Cannot receive mail at this location

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 my approach, I would love to hear from you. Contact me to set up a consultation. 

Latest Insights

Woman looking at screen

The Fed adjusts its focus, but the rate outlook remains blurry

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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