"You never really understand a person until you consider things from his point of view."
- Harper Lee, To Kill A Mockingbird
I focus on providing financial solutions for business owners and executives as well as their families and institutions. This process entails working with you to create a comprehensive, personalized wealth management plan that addresses your long-term goals while keeping in mind your changing short-term needs.
Global Insight – Special Report: Higher to Climb?
For over 100 years the stock market has seen extended periods of sideways patterns followed by long-term outperformance. In essence, it has been climbing a staircase. The market has already taken its next step up and a secular bull phase looks like it may be starting. It’s prudent to align portfolios for this possibility. Read more in this special edition of Global Insight.
Financial Markets Commentary—UK Election: A Lose-Lose Outcome?
The rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.
Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Taking the Next Step
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