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?”…

When I spoke about structures like family offices more than twenty years ago, some people would lean forward, eyes wide as if I had just revealed a secret passage behind the bookshelf. Back then, it was niche, unfamiliar, and genuinely intriguing in this part of the world. Fast forward to today, and the tables have…

It is a long weekend in this part of the world, and with Thaipusam falling on Sunday, the atmosphere takes on a very different rhythm. Thaipusam is observed by Tamil communities across the world, not just here, but in places like India, Sri Lanka, Singapore, Mauritius, South Africa, and even pockets of Europe and North…

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…

Oh no! Dollar bears everywhere? Dollar bears seem to be everywhere again and confidence in the greenback is being questioned loudly. In this webinar, I will share what is happening on the ground and why dollar volatility, not dramatic headlines or mainstream narratives, deserves investors’ attention. In my 30 years in this show business, I…