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…