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. During a recent family dinner at a restaurant, I found myself an unwilling spectator to a disheartening scene in the VIP dining room nearby. Our table…

Many of us have doubts about the official inflation numbers. Just talk to anyone working hard, raising a family, and footing the bill without much help from the government. To them, inflation is the shrinking portion sizes, the mysteriously expensive groceries (including your favorite fruits), and the feeling that your money just does not go…

As expected, the Federal Reserve held interest rates steady this week, a move that surprised absolutely no one including my neighbors. With economic data pointing in every direction at once and FOMC members holding views as diverse as a buffet line, the Fed’s decision to stand pat was less a bold move and more a…

“So, what are we really investing for?” That is a question I often ask, not just to clients, but to myself and my team or partners as well. Because for us, investing is not just about chasing numbers on a screen or admiring colorful charts on a dashboard (though some of them are quite pretty)….

A trusted partner, someone I have worked with for over 20 years and who has been as steady as a Swiss watch recently shared an update from Mark Haefele of UBS Global Wealth Management always a rational voice amid the noise of global markets. A worthwhile read for any serious investors looking to navigate today’s…