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. One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets…

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. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

I’m not active on LinkedIn and I’m far less captivated by the updates that document every business flight taken, every holiday enjoyed, or every plate of food consumed unless, of course, those travel itineraries and dessert choices come with a side of market forecast. Ed Yardeni is one of the few truly sharp minds I…

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…

After three decades in the financial industry and meeting all kinds of wealthy individuals, I have found they generally fall into two camps. The first group is refreshingly straightforward, they admit they do not know much and come in with genuine curiosity, asking questions and wanting to learn and work together. The second group takes…