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…

It is always easy to give comments especially negative ones when you are not the one in the position or facing the consequences. From the sidelines, everything looks simple. Judgments and opinions come fast and cheap without ever having done the real work behind the scene. The same thing happens in the markets. It is…

I caught up with a couple of clients at a poolside café of their condominium, the kind of setting where serious conversations somehow feel lighter and even the market looks less volatile when you are sitting next to a body of water. Our conversation drifted from health and meditation to when the next financial crash…

Early this morning, I had a short session with some investors, and our discussion drifted toward an interesting question that is what role does money really play in happiness? As someone who has practiced Transcendental Meditation or TM for a number of years, I have learned to see money not as something to chase or…

Posting may be a little lighter over the next couple of days. I will be busy catching up with partners and investors which basically means back-to-back meetings, plenty of coffee or tea, and the occasional reminder to myself that meditation is still important. It is one of those weeks where conversations run long, opportunities pop…