How often do you adjust your investments? Periodically (annually, quarterly), one should rebalance their portfolio. If one asset class has run up in value, you might have more money invested there than you originally intended. Similarly, if an asset class has decreased in value, you might have too little exposure, if that investment still fits in with your plans. As we look at our investments, potential overexposure to Jacksonville real [...]
October 2023
Movie Review: Attending The Worldwide Premiere Of Asian Persuasion
– Posted in: Movie ReviewAsian Persuasion made its worldwide premier at the Soho International Film Festival in New York City on September 16. Luckily, I was already going to be in New York that week, when director Jhett Tolentino texted me an invite to the premier and afterparty! I had profiled Jhett in my Forbes column (read his fascinating career pivot story from accountant to Tony-award winning Broadway producer!), and he’s been kind enough [...]