I will be on the road for the next couple of days, so the blog will be taking a brief nap. No worries because I’m not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. I will be meeting with some investors and…

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?”…

More than 25 years ago when I first spoke about family offices in this part of the world where I live and work, people would lean forward, eyes wide, as though I had just revealed a secret passage behind the bookshelf. It was niche, unfamiliar and genuinely intriguing. Fast forward to today and things have…

The Federal Reserve raised its benchmark rate by a quarter point to a range of 3.75%-4.00% which came as no surprise to investors. Fed funds futures had put the probability of a hike at better than 90%. Variable-rate borrowers will feel it relatively quickly while those with fixed-rate mortgages will be largely insulated from the…

There is an interesting thing about difficult people. They can be out of your life for hours, days or even years, yet somehow continue to occupy space in your mind. I have experienced this myself. Someone says something unpleasant, behaves badly or creates unnecessary problems, and long after the encounter is over, the conversation continues…