One thing many investors never check

Hi ,Over the years, one thing has consistently surprised me.Many investors focus heavily on what investments they buy, but very few actually check how their portfolio behaves under stress.For example:• How would your portfolio react if interest rates...

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Mar 24, 2026
Something that surprised me recently

Hi ,Recently I spoke with someone preparing for retirement.He had saved close to $800,000.On paper that sounds comfortable.But he told me something unexpected.“I still don’t feel confident about retiring.”Not because he didn’t have money.But because...

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Mar 19, 2026
The mistake many investors don’t realise they make

Hi ,One of the most common investing patterns I have observed is surprisingly simple.Investors often buy when markets feel safeand sell when markets feel uncomfortable.Which usually means:Buying high.Selling low.It’s not because investors lack intell...

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Mar 18, 2026
Why some retirees still feel uneasy

Hi ,There was once a time I spoke with someone who had accumulated nearly $800,000 in savings.By most measures, that sounds like a good position.But what surprised me was this.He still felt uneasy about retirement.Not because he didn’t have money.But...

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Mar 15, 2026
I thought of you when writing this

Hi ,I asked a client something recently that made him pause.“If your investment portfolio suddenly had two more zeros behind it… would you still invest the same way?”For example:$20,000 → $2,000,000Suddenly the questions become very different:• Is th...

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Mar 12, 2026
A question I asked a client recently

Hi ,I once asked a client a simple question.“If your investment portfolio suddenly became 100× bigger… would you still invest the same way?”Most people pause when they hear this.Because suddenly the decisions feel very different.A $10,000 investment...

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Mar 11, 2026
Market View: Oil & Geopolitics

Hi ,You may have seen the sharp rise in oil prices tied to escalating conflict in the Middle East. Here’s not only what’s happening, but also how some global analysts are interpreting the broader geopolitical context.Market & Geopolitical Backgro...

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Mar 03, 2026
Market Update: Iran Conflict — What It Means for You

Hello ,Over the weekend, there were military developments involving the United States and Iran. As expected, financial markets reacted when trading opened.Here is what is happening in simple terms:1️⃣ Oil prices have gone up sharplyOil prices jumped...

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Mar 02, 2026