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Executive Summary  November 2025 was turbulent with a late recovery. Markets entered the month on a dour mood following a “hawkish cut” from the Federal Reserve, and AI-sector specific news added [...]

It is that time of the year again, when the days somehow move faster, the calendar fills with holiday trips and gatherings, and we begin to ask ourselves: How has this year been for me?Did I live [...]

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over [...]