Category: Uncategorized

I just finished a conversation with some people in a meeting, and it reminded me why my team has always chosen a different path in building this business. I have noticed the growing number of new outfits entering this increasingly competitive industry, each trying to make their mark. Well, we have never tried to outshout…

I have recently been putting more effort into brushing up on my Mandarin sometimes with success, other times with the help of an interpreter and a growing collection of translation apps. More and more, I have been engaging with Chinese investors, both from the mainland and abroad. It has been a rewarding challenge on some…

If you had to pick just one asset class to bet on for the next 12 months, which one would you choose? Stocks, bonds, real estate, commodities, digital assets or maybe even the good old “cash under the mattress” strategy. I’m curious to know where your instincts (or crystal ball) are pointing. Do not worry,…

In his 1963 book “The Science of Existence and the Art of Living”, His Holiness Maharishi Mahesh Yogi states that through the practice of Transcendental Meditation (TM) techniques, over time, the conscious mind becomes familiar with the deeper levels of the mind and the subconscious mind becomes familiar with it naturally. He said he would…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. I have never had an Instagram account. Even the Facebook profile I recently deleted was created a couple of years ago for a club registration I…

The Federal Reserve has finally pulled the trigger on its first rate cut of the year, shaving 25 basis points off the Fed funds rate to a range of 4.00–4.25%. That is the lowest level since last November and, not coincidentally, after months of nudging (or relentless tweeting) from President Donald Trump for looser policy….

Global markets may be enjoying a strong run, but some investors are increasingly questioning how long the rally can last. Concerns are mounting around slowing US growth, rising inflation, and stretched valuations. At the same time, financial planning is not just about navigating market uncertainty, it is also about preparing for life’s big expenses with…

I adopted healthier eating habits as a natural evolution of my meditation practice. Transcendental Meditation or TM has been a powerful teacher in my life, gradually changing the way I see myself, how I relate to others, and how I experience the world around me. I should add that many years ago, I was very…

For all the noise about the US dollar over the years, its impact on our dollar-denominated assets has been far less dramatic than many assume. In fact, some of my investors worry more about the dollar than the dollar actually worries about them. Currency markets are notoriously hard to predict. Fundamentals, sentiment, momentum and you…

There will be a short break from blogging over the next couple of days or so. This pause is simply because I have some additional work that requires full attention and focus. Meanwhile, I welcome new partners onboarding our growing team. It is a busy stretch but I will be back with updates soon. Our…