Letters to Clients

  • October 27, 2025

    In any Jane Austin novel net worth is never mentioned. But income! – that was everything. “He has 10,000 a [...]

  • August 6, 2025

    Earlier this year, the markets were shocked by a Chinese AI model called DeepSeek. Lots of hasty conclusions were drawn [...]

  • August 27, 2024

    One of the greatest gifts of summer is sitting around one table with not just my husband and kids but [...]

  • October 12, 2023

    On a recent earnings call, one of our companies’ CEOs said “we bank dollars, not percentages.” Often, financial numbers like [...]