19 December, 2023

Key Investment Themes and Risks for 2024

It seems like it was only “yesterday” when I wrote my last “What to expect next year” piece. Like birthdays, these events come around sooner each year. As I sit down to reflect on the past year’s uncertainties, how we navigated them, and opportunities...

11 December, 2023 Tax Planning

Charlie Munger’s Enduring Wisdom

Charlie Munger, Warren Buffett’s business partner, passed away at 99. His wisdom and principles have significantly shaped my approach to business, investing and life. I was lucky enough to listen to him and Warren live at the 2019 Berkshire Hathaway annual...