2025

The Bots are Calling

February 9, 2026

Something has shifted in the world of financial fraud. The FBI reported $16.6 billion in internet crime losses last year, a 33% increase from 2024. But the more troubling statistic is this: the number of fraud reports stayed flat. Scams…

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Precious Metals Melt-Up

February 2, 2026

Prices for gold and silver have skyrocketed over the past year. Gold prices have increased nearly 90%, and silver prices have increased by over 200%. There are several dynamics driving this meteoric price growth, including global central banks purchasing gold…

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Leaving Your Financial Laundry in the Washer Overnight

January 26, 2026

Last week, I came home after a long day, started a load of laundry before dinner, and promptly forgot about it. The next morning, I opened the washer to find damp clothes clumped together, smelling faintly ‘off.’ It was not…

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Africa – Our Global Future?

January 20, 2026

I do not believe that organizations like Prize Picks offer an ‘over/under’ bet on Africa becoming the continental powerhouse of the global economy; however, if they did, I would consider taking the over. There are many factors at play that…

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2026: New Year Planning Reminders

January 12, 2026

Another year has come and gone, and the New Year resolutions are in! With 2026 ahead of us, this is a good time to review our financial annual tasks to ensure that we are “tracking” on all planning matters. Here…

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Happy New Year! Time to Look into the Crystal Ball

January 5, 2026

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…

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AI-Induced Brain Rot?

December 29, 2025

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…

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Happy Holidays!

December 22, 2025

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…

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A Day at the Huntington

December 15, 2025

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…

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That Time of the Year Again

December 9, 2025

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…

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