Was your portfolio built for the old world?

Hi ,Last Friday's market selloff caught a lot of attention.But what I found more interesting wasn't the drop itself, it was what caused it.The market fell partly because the economy was too strong. A stronger jobs report meant inflation could stay st...

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Jun 10, 2026
Something I have been thinking about lately

Hi ,For years, the investing environment was relatively straightforward: low interest rates, cheap borrowing, and a connected global economy. Most portfolios were built around that world.That world is quietly shifting.We are seeing real changes aroun...

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May 26, 2026
A thought I wanted to share with you

Hi ,Recently, I have been discussing this question with a few clients, the question people quietly avoid:“If my income stopped tomorrow, how long could my current setup realistically support me?”Not just from a savings angle. But from a lifestyle and...

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May 25, 2026
The question most people never ask

Hi ,As economic headwinds build and job security quietly becomes a real concern, even for senior professionals, this might be something worth confronting rather than avoiding.Companies pushing harder into AI. Headcounts will likely come down.It got m...

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May 21, 2026