I’m writing this on the way back home, somewhere between a packed schedule and a quiet evening ahead. It is Father’s Day, one of those moments that invites both celebration and reflection. This year, I found myself turning inward. I found myself turning to the Bhagavad Gita, a guidebook for anyone trying to live a…

I will be hitting the road for the next couple of days so my blog might be taking a bit of a nap. Do not worry, I’m not fleeing from the markets. I’m certainly not fleeing from Trump. I will be back soon enough, refreshed and ready to get back in. Oh yeah! I spent…

Pranayama, an ancient practice rooted in the Vedas and detailed in Patanjali’s Yoga Sutra, a foundational Hindu scripture from around 200 B.C., involves breathing exercises designed to clear physical and emotional blockages, freeing the breath and allowing the flow of prana, or life energy. Typically, Pranayama is practiced before meditation to prepare the mind and…

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…