Uh-oh, the market is throwing another tantrum. Your favorite stocks are sliding, Bitcoin’s wobbling, and your portfolio might be looking a little too red. Hey, do not panic, this is not our first rodeo. Markets go up, markets go down but your strategy should always stay sharp. In this webinar, I will explore strategies for…
Everything changed for Bitcoin
Drum roll, please! Recent developments signal a monumental shift in the US government’s approach to Bitcoin and digital assets. In case you have just returned from a vacation or a self-imposed digital detox, President Trump has signed an Executive Order establishing a Strategic Bitcoin Reserve (SBR) and a US Digital Asset Stockpile, a groundbreaking move…
Survey Monday
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…
Benefits of Transcendental Meditation
Transcendental meditation or TM is a technique that I have regularly done over all these years because it is so simple, effective, and the experience of doing it is so enjoyable. I feel sorry for some people who go looking for an effective meditation technique and have to shift through all the land mines of…
Swimming through volatility
Corrections and volatility are just the price of admission for superior returns, and once again, we have reached that familiar moment where investors everywhere are flailing like drowning swimmers, desperately calling for a lifeguard. I have always said the real test is not dodging the dips, it is keeping our cool when they happen. I…