Offshore investing used to be something that made people raise an eyebrow or two, but today it is more like, “Why have not I done this yet?” It is no longer the financial bogeyman it once was, as more investors have come to realize that offshore does not mean “off limits.” Even financial planners are…

While many of us hope to pass along a financial legacy that supports future generations, there is often a concern that leaving too many assets could inadvertently spoil our children or discourage them from pursuing their own paths to success. Fortunately, my guest speaker today will share insights on how to balance generosity with the…

When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?” If you are considering the CFA or already knee-deep in it, you better have a clear end goal in mind. Is it a shiny badge on LinkedIn you are…

When it comes to the world of cryptocurrencies, it is easy to feel like you are trying to explain them to your grandpa. Fortunately, I have a partner who stays ahead of the game and sometimes, I think he is moving just as fast as the market itself. Always on the move, he is constantly…

I just received the latest commentary from our multi-strategy fund partner in Singapore. He runs one of the most consistent funds in our universe of alternatives, managing to stay calm through market swings much like those plants that seem to thrive no matter how many times you forget to water them. Here is a section:…