2025

One sign of a healthy workplace is good-spirited banter before and after meetings. Financial work is high-stakes, sometimes high-pressure, and relies on good communication and teamwork. It should be no surprise that our good-spirited banter frequently revolves around what is…

Bloomberg published a news item last week stating that Cisco shares were up strongly on news of its forecast for strong sales ahead. What caught my attention was Bloomberg’s observation that Cisco was close to reaching a new all-time high,…

As we approach the end of the year and get busy with holiday preparations, shopping lists, and travel plans, it’s time to wrap up last-minute financial tasks. Here’s a quick checklist to complete before you put the turkey in the…

I came across an article the other day: “How Buffett’s Favorite Comic Strip Reveals the Secrets of Compounding.” Warren Buffett’s legendary success, averaging 19.9% annual returns over six decades, owes much to two principles: compounding and tax efficiency. Surprisingly, one…

The growth of online gambling has been remarkable, and there is no sign of a slowdown. The global market is now ‘worth’ over $100 billion annually and projected to double over the next ten years. The drivers of growth include…

It has been around 6 months since I first noticed Waymo cars driving around Atlanta with their distinctive spinning lidar sensors on top, and no driver in the front seat! While unsettling at first, I now see 3–4 just about…

I spent the weekend in the quaint little town of Brevard, NC. For those unfamiliar with Brevard, the town sits in the Western North Carolina (“WNC’) mountains and is famously known for its waterfalls and beautiful surroundings. Brevard provides easy…

This week, our house officially went on the market. Getting to this point has been a whirlwind of cleaning, staging, and making sure every detail was just right for the open house and future showings. Selling a home always brings…

You may be feeling the shift. Summer has faded, the sun is losing some sting, darkness is coming earlier, the kids are back in school, and new routines have settled in. Global stock markets, however, recently reached bright and scorching…

There’s something timeless about a road trip through the American Southwest. The open highways, red rock canyons, and desert skies evoke a sense of freedom and possibility. Yet beneath the scenic beauty lies a dynamic region undergoing fundamental changes. Starting…