I’m not losing sleep over whether prices are up or down. After 30 years in the markets, I’m basically numb to it. Come on, markets go up, markets go down, sometimes for good reasons, sometimes for no reason at all, and sometimes just to mess with us. After two straight years of double-digit gains, a…

While reviewing my emails, I came across another interesting short post by Denise Chisholm from Fidelity Investments. Denise is undoubtedly one of the sharpest minds in the field. Here is a section: The recent buzz around a certain AI company is another reminder of how technological advancements shape markets. While I’m not tech expert (I…

Love it or hate it! Bitcoin has been nearly impossible to overlook as an investment over the past decade. While challenges like volatility, regulatory uncertainty, and competition persist, recent developments such as President Trump’s supportive stance on crypto and talks of a Bitcoin reserve could further strengthen its position and drive broader adoption. As we…

Transcendental Meditation (TM) is often described as a simple, natural, and effortless technique, yet its effects are profound. To help convey the essence of TM and make its principles more accessible, a variety of analogies are commonly used. These analogies draw on everyday experiences and familiar concepts, allowing us to better understand how TM works…

As an investment professional with 30 years of experience under my belt (and a few more gray hairs to prove it), I have had the privilege of advising and managing substantial assets for a wide range of investors from the exceptionally wealthy to hardworking individuals looking to grow their hard-earned savings. Well, a few of them actually…