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Year-end tax strategies in light of a return to normalcy
The winner of the presidential election this weekend will put us on a path toward normalization of tax policy, trade, and geopolitics....


The dragon is no longer sleeping
The book Ten Lessons for a Post-pandemic World by Fareed Zakaria offers a critique of our current situation, no less caused by our own...


The beauty of this market and looming risks
From the ashes of the disastrous 2008 Financial Crisis derived the most predictable and technically glorious market success stories in...


Will social security run out?
You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...


How will the markets perform in this election?
This market is no stranger to volatility and it’s never been less so than in the month ahead of a Presidential election. In 2016, when...


California’s firestorm and its financial future
The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...


The emerging risks of ESG investing and our awesome responsibility
American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...


Protecting yourself as an expat against a falling U.S. dollar
Dollar strength is a big deal for expats who rely on income from their portfolio and Social Security benefits, which are based in USD....


Low bond yields take us back to a bull market
It’s hard to describe such a tumultuous year: an increasingly unresolved pandemic, growing unemployment, extreme market volatility (in...
How to weigh a life change during uncertain times
Civilization as we know it is being put on its head, forcing new perspectives and feelings for most people who are just trying to manage...
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