During this holiday season, I had the pleasure of catching up with a long-time client, a truly remarkable individual known for her boundless generosity and charitable endeavors. Her portfolio, which has been steadily cruising since 2018 is in fantastic shape and we discussed shifting it into higher gear early next year. Think of it as…

In my line of work, client confidentiality is paramount. While I would love to share the names and accolades of the accredited investors I work with, professionalism and the trust my clients place in me always comes first. Today, I am sharing a genuine testimony from one of my valued clients who recently expressed his…

Gold has performed remarkably well so far in 2024. According to World Gold Council, the yellow metal has thus far benefitted from continued central bank buying, Asian investment flows, resilient consumer demand, and a steady drumbeat of geopolitical uncertainty. As an investment for the long-term investors, gold helps enhance portfolio diversification, acts as store of value,…

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.  We certainly live in interesting times. In the digital age, artificial intelligence (AI) is transforming various aspects of our lives. The conclusion I am getting from…

Six years ago, I invested in a hedge fund that did not quite hit the ground running. The performance was out of my expectation. Now, I will admit, my first reaction was not to grab a megaphone and start shouting at the trader because honestly, I have never found yelling to be particularly productive. Instead,…