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Learning something new
December 12, 2025
Balancing practical investments with visionary moonshots is essential. While reliable, profitable businesses ground us, it’s the moonshots that spark transformative change. Watching The Thinking Game reminded me of the importance of dreaming big. Those seemingly impossible ideas are often the seeds of revolutionary advancements. So, let’s nurture both practical and visionary pursuits. The world needs…
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What do you do?
June 4, 2025
People perceive asset management differently. For some, it's all about numbers, performance metrics, and fees. For others, it's about the…
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Paying for Performance
June 4, 2025
I've been contemplating the complexities of "paying for performance" when hiring financial professionals. A key insight? Investor expectations often fluctuate…
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Speed of Change
June 3, 2025
In the whirlwind of technological advancements, maintaining balance is key. While AI and AR technologies are revolutionizing our lives, staying…
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Trust, Knowledge & Judgement
May 30, 2025
Reflecting on my journey since I entered the financial services industry back in 1993 at age 22, I can’t stress…
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History
May 27, 2025
Reflecting on my uncle's 85th birthday gift—a 1945 New York Times newspaper—reminded me how headlines have always been dramatic. Back…
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Six Miles
May 23, 2025
I ran six miles—a feat that required grit and discipline. Interestingly, this experience made me think about financial planning. Just…
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Outperformance
May 22, 2025
Today, dive deep into the concept of outperformance and why societal pressure to be unique can be misleading.
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The Rule of 72
May 20, 2025
One concept that never fails to fascinate me is the Rule of 72. It's a handy formula to estimate how…
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Profitability
May 16, 2025
Did you know that profitability is not just about financial gains? Today, I look into the concept of "relational profitability".…
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