Noteworthy Recent Market Trends
Groucho Marx famously said, “these are my principles and if you don’t like them, well, I have others.” In this…
2026 Catch-Up Retirement Contribution Changes: Key Points for High Earners
Beginning in 2026, new IRS regulations under the SECURE 2.0 Act will change how high-earning employees over the age of…
What True Diversification Really Means Today—and How to Durably Reshape your Portfolio
Duplication does not equal diversification After most workouts, I make my way to the steam room at the local athletic…
Yes, Nvidia’s Results Were Terrific. But…
Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap…
Warren Buffett’s Quiet Hand-Off: Lessons from His Thanksgiving Letter
Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the…
Year-End Financial Planning Checklist
As the year draws to a close, now is the time to ensure your financial plan and tax strategy are…
The Energy Trade-Off
The American economist Thomas Sowell famously said that, in life, “there are no solutions, only trade-offs”. While this is undeniably…
Beyond the Binary: The Dawn of Quantum Computing
Emerging industries often demand a leap of faith from investors — a willingness to believe in what could be. Quantum…
Spilling the Beans
In mid-September, I asked which megatrends will reshape the global economy over the coming decade. Possible answers included the rollout…
529 Plan Changes Under the OBBBA
With the passage of the One Big Beautiful Bill Act (OBBBA), education planning has become more flexible, and potentially more…
Market Update – Q3 2025
The past quarter saw financial markets perform exceptionally well, even as a few cracks began to appear in the broader…
Should I Invest in Bitcoin? (Part II)
In December 2017, we published a newsletter titled “Should I invest in Bitcoin?” At the time, Bitcoin was still a…