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05/13/2025

Earlier today, markets surged following a breakthrough agreement between the United States and China to implement large tariff reductions, with additional negotiations planned. This move signals a potential easing of trade tensions, which has triggered a sharp rally in global equities.

However, I continue to be cautiously optimistic as I still believe it is important to look at overall economic data and developments around overall financial conditions. This is a testament to why staying the course is important and not over-reacting to short-term headlines.

12/21/2023

As we celebrate this joyous holiday season, we extend our warmest wishes to you and your loved ones. We'd like to express our heartfelt thanks for your trust in us to help you achieve your financial goals.

Whether you are spending time with family and friends or taking a well-deserved break, we hope you find joy in the simple pleasures of the season.

Happy holidays and all the best for 2024!

11/22/2023

With recent drama of OpenAI's Board of Director firing it's CEO Sam Altman, take a peak at OpenAI's corporate structure and where Microsoft ownership is. Interesting how a non-profit is the parent company that fully owns and controls the OpenAI, who also developed ChatGPT and is for profit corporation.

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