Everyone talks about saving money but few have a clear plan to make it happen. Whether you are just starting out or already on your wealth-building journey, the next five years can be a turning point for your financial future. In this exclusive webinar, my partner will share practical insights on how to choose the…

Risk assets (stocks) bucked the usual bearish seasonal trends in September, with technology and US small caps leading the way. The S&P 500 and Nasdaq 100 both outperformed, extending gains from their post-Liberation Day lows. Gold surged 10% to a record monthly close, oil lagged, and global equities including emerging markets delivered solid returns. Despite…

I had a lively debate with a couple of clients this morning, with everyone trying to figure out whether we are on the verge of an AI bubble or just warming up. The irony with big growth stories is that investors often worry about how the show ends before the curtain has even risen. Growth…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…

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. I have always reminded my children that it is perfectly alright if they choose not to be “active” on social media. It is a personal choice…