“So, what are we really investing for?” That is a question I often ask, not just to clients, but to myself and my team or partners as well.
Because for us, investing is not just about chasing numbers on a screen or admiring colorful charts on a dashboard (though some of them are quite pretty). It is about something much deeper. It is about the fruits of years or decades of hard work and the freedom to make meaningful choices going forward.
We are talking about sending kids to university, supporting aging parents, having the option to walk away from a toxic job, or finally taking that sabbatical you have been dreaming of. These are not abstract goals. They are personal. Real life.
If you are expecting me to tell you “exactly” what the Fed will do next quarter, what oil prices will be in six months, or what Trump will scream about next, you are dealing with the wrong person. Even in 2020, I do not think anyone had “global pandemic + toilet paper shortage” on their investment forecast.
The world is more uncertain than ever. How do we protect and grow wealth in a world that keeps surprising us? We have spent decades digging into that. Researching. Testing. Adjusting. If I had to sum up what we have learned in two words?
Flexibility and adaptability. That is how we invest for the long run.