My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

Our View: Working together with our clients

Our View

Working together with our clients

Our View: Working together with our clients

Our View

Working together with our clients

Our Difference: Managing your investment

Our Difference

Managing your investment

Our Difference: Managing your investment

Our Difference

Managing your investment

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Our Mission

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Market Commentaries

  • Setting up for Success, October 2014

    Many of our clients know the difficulties of starting a business whether they come about from managing operations, hiring the right people, or maintaining a culture. Mark Cuban, arguably one of the most successful entrepreneurs of our time, created a list of his 12 rules for start-ups. These have come about after countless struggles and obstacles that Mark has encountered through multiple successful and failed ventures during his career.

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  • Protect and Preserve, September 2014

    Too often analysts write reports that call out market tops saying that stocks are “overvalued” and that markets are “frothy”. Unfortunately, they are rarely correct and cause anxiety for investors with any sort of market exposure. In reality, it is very difficult (basically impossible) to consistently predict market tops or market bottoms as both are driven by the bulk of institutions either simultaneously entering or exiting the market. This is why we stress the importance of having a discipline where one can exit to protect his/her capital and more importantly gains when markets falter. This has to be based on what is actually happening in the market and not in the economy or China or Europe or… etc. A wise John Keynes once said, “Markets can remain irrational for longer than you can remain solvent”.

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  • Redefining Success, August 2014

    Everyone is guilty of making mistakes while investing. It’s inevitable as it is in our natural behavior to succumb to biases that affect our decision-making. However, it is critical that one learns from past mistakes by analyzing where one went wrong and documenting what happened. To gain an edge one should also study other successful professionals to learn from their mistakes. Unfortunately sometimes one has to feel the pain behind a mistake to learn from it. The legendary trader Jesse Livermore couldn’t have explained it better with the following quote: “Whenever I have lost money in the stock market I have always considered that I have learned something; that if I have lost money I have gained experience, so that the money really went for a tuition fee. A man has to have experience and he has to pay for it.”

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