Weekly Blog

Safe haven investments can play an important role in diversifying a portfolio. By incorporating assets that are expected to retain or increase their value when the stock market goes down, you end up with a portfolio that should provide steadier, more stable returns...

I recently finished reading through 150 pages of compliance materials in order to sign my annual attestation. Yes, it’s required. And yes, I read it all. I even wrote some notes to send to the chief compliance officer offering feedback. It was rather exhausting. Each...

It’s easy to see how sustained success can cause overconfidence. Let’s say you live in a country where the stock market index has trounced the rest of the world for two decades. I’m talking left everything in the dust, destroyed the competition, gave no mercy...

I’m going to share an unpopular opinion – the vast majority of my clients do not need an alternatives fund. Wall Street is awash in new funds launched in the past decade (many in the past five years) that offer to bring exclusive investment opportunities like private...

While the US stock market has been on such a long bull run with only brief interruptions, it’s become easy to forget that stocks actually do not only go up. After back-to-back years of blowout performance in 2023 and 2024, the consensus among Wall Street firms was for...