2025

At the start of a new year, when many New Year resolutions might not survive the month, I wonder how the predictions of major Wall Street Firm’s will look by the end of the year? So, let’s dust off Wall…

If you’ve avoided one brain rot zeitgeist, you or your kids may have unknowingly become entangled in another. I have recently discussed the comings and goings of the latest kid-speak with my two little ones. They are in sixth and…

As the holiday season approaches, we want to reflect on the resilience and the power of long-term planning. The past year brought its share of challenges, but it also offered opportunities. Despite periods of volatility, markets demonstrated strength, supported by…

Whenever I visit home in Los Angeles, I spend a full day at the Huntington Gardens, Art Museum, and Library. It’s the one plan that never feels optional. No matter how short the trip is, I make the time and…

Thanksgiving is behind us, and the holidays and New Years are fast approaching.  The stock market is near its all-time high.  Gold and silver bugs are pleased with precious metals flirting with record prices. Bitcoin and its brethren cryptocurrencies have…

Followers of Warren Buffett were treated to an extra helping of his signature folksy wisdom this holiday season. The 95-year-old Chairman of Berkshire Hathaway released his inaugural Thanksgiving letter, serving readers with personal anecdotes about his Midwestern childhood and reiterating…

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…