A number of years ago, I gave a presentation titled “Should I invest in Bitcoin?” Back then, Bitcoin was still the new kid on the financial block, loud, unpredictable, and dressed in a hoodie instead of a suit. My advice at the time? Avoid it. The reasoning was simple. The asset was too volatile, too…

As the full moon rises tonight, families across Asia look up at the same glowing circle that has inspired poets, dreamers, and storytellers for centuries. The Mid-Autumn Festival (中秋节) dates back more than 3,000 years, celebrating reunion, gratitude, and the harvest season. Legend tells of Chang’e, the Moon Goddess, who ascended to the heavens after…

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…

I recently asked my capable partner to pull together some data on our global clients, and the results tell an interesting story about age and wealth. Looking at the age distribution of my clients by total assets under advisory, a clear picture emerges. The bulk of wealth naturally concentrates in the 50 to 69 age…

Over the past one week or so, I have been meeting a number of Chinese investors and prospects from Australia, China, Hong Kong, and Singapore. These have been very engaging discussions, sometimes serious, sometimes filled with laughter and always meaningful. These introductions came through referrals from my close-knit and genuine network of clients and partners….