At Jackson Hole, where the world’s central bankers gather each year to sip coffee and quietly move markets, Jerome Powell finally cracked the door open to more interest rate cuts in the months ahead. With unemployment risks now outweighing inflation fears, the Fed’s legal mandate may soon nudge Powell’s hand toward promoting growth. In this…

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. Obtaining my first black belt in Tae Kwon Do more than 30 years ago marked a significant milestone, demonstrating my dedication and perseverance in the martial…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on family offices that are experiencing a surge in popularity based on my meetings with investors.  I want to talk about something that does not typically get a…

Gold has been on quite a journey. From April 2024 to April 2025, it staged a robust rally, climbing steadily and reaching a strong peak. Over the past couple of months, however, the yellow metal has slipped into a period of consolidation. The big question now is does this mark the end of the bull…

Over the years, I have had the privilege of working with investors from many different backgrounds. Some of them are meditators, others come from strong religious traditions and I must say, they are often the easiest clients to deal with. They are calm, patient, and rarely call me in a panic when markets wobble. In…