A Bloomberg article recently highlighted how some hedge funds are pocketing a hefty share of their clients’ gains with “no limit” fees. Some hedge funds take a bigger bite out of your returns than you might realize. However, there are always funds that deliver stronger fee-adjusted performance, if you know where to look. Here is…

You can read every financial book out there, watch market analysis videos, and attend fancy seminars with overpriced fees. Until you put real money into a trade and watch the market do its thing, you do not really understand investing. This game is all about experience and years of it. No book can replace that….

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 most painful things to hear is when someone from another foreign land asks me about my critical thoughts on my home country where…

Drum roll please, the Oracle of Omaha has spoken! In his latest shareholder letter published over the weekend, Warren Buffett shared his outlook on stocks, what it takes to own a great business, and his usual dose of timeless investing wisdom. I have finished reading the letter, and as someone who has followed Buffett’s annual…

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…