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Something that surprised me recently
Hi , Recently I spoke with someone preparing for retirement. He had saved close to $800,000. On paper that sounds…
Read issue →The mistake many investors don’t realise they make
Hi , One of the most common investing patterns I have observed is surprisingly simple. Investors often buy when…
Read issue →Why some retirees still feel uneasy
Hi , There was once a time I spoke with someone who had accumulated nearly $800,000 in savings. By most measures, that…
Read issue →I thought of you when writing this
Hi , I asked a client something recently that made him pause. “If your investment portfolio suddenly had two more…
Read issue →A question I asked a client recently
Hi , I once asked a client a simple question. “If your investment portfolio suddenly became 100× bigger… would you still…
Read issue →Market Update: Oil Surges Above $110 Amid Iran Conflict
Dear , Today, Brent crude oil prices jumped roughly 25% to above $110 per barrel, as markets reacted to escalating…
Read issue →Market View: Oil & Geopolitics
Hi , You may have seen the sharp rise in oil prices tied to escalating conflict in the Middle East. Here’s not only…
Read issue →Market Update: Iran Conflict — What It Means for You
Hello , Over the weekend, there were military developments involving the United States and Iran. As expected,…
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