Complacency is a real problem. It's the silent killer of portfolios, and the assumption that what's working today will work tomorrow, regardless of the changing environment.

Here’s what you should do.

Investing in AI can be a promising opportunity, but whether now is a good time depends on various factors, including your investment strategy, risk tolerance, and the broader economic and market conditions.

As a financial advisor with decades of experience, I’ve witnessed countless market cycles, bubbles, and paradigm shifts. The cryptocurrency space has been something entirely different and has sparked intense debate among investors. Is now the time to dive into Bitcoin? Let’s explore!

Trimming a position and harvesting gains can be hard when you’re riding on a rocket ship, but are you missing future opportunities in not doing so? Understanding how setting a goal and game plan before going into a position can help increase returns.

Q3 2023 - Policy uncertainty, elevated inflation, and volatile markets require a different investment approach.