Category: Uncategorized

I’m back from my short break and ready to blog again. The markets did not crash while I was away (a small “miracle”), and portfolios have been performing within expectations. In the weeks ahead, I will be unloading more positions to lock in gains, as I expect a correction on the horizon. Nothing dramatic, just…

This blog is temporarily out of service while the author is off collecting life experiences. I will be back in a week or so. A special word of thanks to my long-time partners for their continued trust and support. It is because of relationships like these that I can step away briefly, knowing that the…

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. One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets…

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. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

I’m not active on LinkedIn and I’m far less captivated by the updates that document every business flight taken, every holiday enjoyed, or every plate of food consumed unless, of course, those travel itineraries and dessert choices come with a side of market forecast. Ed Yardeni is one of the few truly sharp minds I…

I recently came across an entertaining and insightful piece by Nicol Natale and Ashley Welch for Everyday Health about CEOs and celebrities who swear by meditation. Meditation, it turns out, is not just for monks on mountaintops. It is a powerful reminder that no matter how fast-paced our environment becomes, the ability to pause and…

After three decades in the financial industry and meeting all kinds of wealthy individuals, I have found they generally fall into two camps. The first group is refreshingly straightforward, they admit they do not know much and come in with genuine curiosity, asking questions and wanting to learn and work together. The second group takes…

Since the April lows, Wall Street’s bull streak has practically defied gravity. Despite a laundry list of worries, stocks have kept charging higher. The S&P 500 has now achieved its third-longest streak of 3‑year highs since 1928, a feat that is as impressive as it is puzzling. This relentless rally has been fueled by a…

Our usual market survey is taking a tea break today. Instead, I thought I would share some reflections on one of the toughest parts of long-term investing. One of the most uncomfortable truths of long-term investing is that even the best investments or the most carefully crafted portfolios will occasionally nosedive. In finance classrooms, we…

When whipping up meals for your loved ones, it is not just about what is on the plate, it is about your vibe too. According to Ayurvedic teachings, which have been around for a few thousand years, the cook’s emotional state can actually influence the quality of the food. So, if you are feeling like…