In an interesting discussion with some highly spirited investors, I found myself “defending” America (not Trump). Despite its flaws, the US is still the best house in a shaky neighborhood though even the best houses can spring a few leaks. The largest economy in the world continues to benefit from its free-market spirit, rule of…

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 recently came across an entertaining and insightful piece by Nicol Natale and Ashley Welch for Everyday Health about CEOs and celebrities who swear by meditation. Meditation, it turns out, is not just for monks on mountaintops. It is a powerful reminder that no matter how fast-paced our environment becomes, the ability to pause and…

I have long shared my definition of “inflation” at conferences and webinars that the cost of essentials like housing, healthcare, and education continues to rise, putting increasing financial pressure on individuals and families. While official government data may suggest inflation is under control, the reality is far more concerning. The standard of living for most…

Ray Dalio is one of the brightest minds of our time, someone whose insights I follow closely. His decades of experience have given him a deep reservoir of knowledge, which I continually draw upon for learning and personal growth. While checking my client emails, I came across a long article from him, well worth reading…