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Market Commentary – May 2019

“Managing The Managers”

This May, I was invited out to Manhattan, NY for a due diligence trip with First Eagle Investment Management.  First Eagle has been the only money manager that I have used throughout my 17 year career in this business and one of their funds was the first fund I ever sold a client. They have always taken a thoughtful approach to portfolio construction Read More...

Market Commentary – July 2018

“Without loyalty you have nothing – you are nothing”

Seeing as I launched my new firm, Koa Wealth Management June 22nd of this glorious year – two thousand and eighteen – I want to first of all give a heartfelt “Mahalo” or “Thank You” to all of my clients who have decided to follow me into this world that I have embarked upon. Relationships are funny, in that you never know the value, Read More...