I recently caught up with some old friends over coffee. Exiting our coffee meeting, from my perspective of higher consciousness, I could not help but be struck by the pervasive influence of money on anything even over major family life decisions, even for someone who is significantly wealthier relative to me and could be so…

Managing other people’s hard-earned wealth is a 24/7 job with no vacations. The markets move all the time even if you are sitting on a beach sipping your favorite fruit juice. I have received questions from some investors about the market drawdown and my process. My consistent response has been: Trust the process, even in…

I had a lengthy call with several team partners from Singapore and Hong Kong this morning. We discussed the latest rate actions from both the Bank of Japan and the Bank of England. In case you were curious, the BOJ hiked rates, for the second time this year, to the new rate of 0.25%, a…

The rapid strengthening of the Japanese Yen is adding to turbulence across global markets. It has fueled speculation about whether this could mark the end of the popular “carry trade”, wherein an investor borrows in a currency with low interest rates, such as the Yen, and reinvests the proceeds in another currency or asset with a higher rate…

For many, retirement is the realization of a long-held dream, offering the freedom to engage in hobbies, travel, and spend quality time with loved ones. However, numerous retirees express having some regrets. In this session, my guest speaker will discuss some common retirement regrets and offer tips to help you avoid them. If you are…