Does Patience Bring Good ‘Fortune’?

May 27, 2025

Good fortune comes in all forms. Warren Buffett is fond of mentioning his good fortune to be born in the USA. He has also experienced the good fortune of lucid longevity, despite what strikes me as ill-advised dietary habits, including…

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Take the Smooth Road to Wealth Accumulation

May 19, 2025

I was cheered recently when a client referenced the deleterious effect negative returns have on wealth accumulation. He pointed out that a 25% loss requires a 33.3% gain to get back to flat. Steep losses are a killer when it…

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A Silver Lining for Higher Rate Environments?

May 12, 2025

Interest rates are currently hovering near their highest point in years. Most headlines focus on the resulting challenges such as more expensive debt. But there is a silver lining we shouldn’t overlook – elevated interest rates create opportunities for estate…

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The Wisdom of Warren Buffett Continues

May 5, 2025

As many of you know, I listen attentively to every word from the Oracle of Omaha. Most recently, at age 94, he held court at the AGM of Berkshire Hathaway, his last as CEO of the company he built. I…

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Epic Adventure Awaits: Universal’s Newest Theme Park

April 28, 2025

Earlier this month, I had a brief layover in Orlando. As you can expect, throughout the airport, banners and signs invite tourists to visit the main attractions – the theme parks. The always-familiar Disney and Universal Studios capture the majority…

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