I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors.  I want to talk about something that does not typically get a…

I stumbled upon an old article by Michael Lewis, the author of the best-selling book “Flash Boys: A Wall Street Revolt” and thought some of you might find it intriguing. Bankers are apparently turning to transcendental meditation to alleviate the otherwise intolerable stress of their work. Poor lambs. I have picked some of the interesting comments in…

JP Morgan’s CEO Jamie Dimon warns of the most dangerous time in decades recently. There is certainly a lot on the plate for investors these days. Another fund report caught my attention while I was plotting some charts for a webinar on the markets later today. This fund has a long-term bullish position on Uranium…

It is early Sunday morning, and I’m already thinking about the economy and the markets. I know I should not be but some habits die hard. This poor soul still has not managed to shake the addiction. Scary October is almost over. No more pumpkins, masks, spiders, or witches lurking about. October has a way…

Quantity does not always translate to quality. When it comes to networks, I know there are some people who spend lots of time at networking or business events to expand their connections because the more people they know, they have a higher number of opportunities open to them that may lead to professional advancement or…