As 2024 draws to a close, this week’s blog post will be a bit lighter than usual mainly because I’m swimming in a sea of meetings, calls, and last-minute to-dos. It is that time of year when my calendar looks less like a tool for organization and more like an abstract piece of modern art…
Survey Monday
As 2024 wraps up and we begin to peek into 2025 because let us face it, that calendar switch always sneaks up on us and it is the perfect time to take a step back and get your investment strategy in order. The markets never fail to keep us on our toes, throwing surprises our…
Calm heads win the game
Happy new month! Should I just keep regurgitating a lot of things that I have been spewing on and off here? The year is slowly drawing to a close. Some of my clients and partners are even more quickly disappearing off on holiday – how lucky. I have started working on my New Year letter…
Family office dynamics
In a recent series of conversations about managing family offices including meetings with some really smart people in this part of the world, I not only learned a lot but also enjoyed a few chuckles along the way. Well, managing wealth might be serious business but it does not mean we cannot laugh at the…
Yogis can fly!
People have diverse beliefs and perspectives. I usually avoid engaging in arguments or debates about certain things especially personal beliefs. Everyone is entitled to their own opinions or positions, and it is okay to agree to disagree. I find more value sharing my experiences or insights with those who are open or positive to what…