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Investments & Wealth Review - July/August 2025

ADVISORY LESSONS FROM MARCUS AURELIUS

 

By Avi Sharon, PhD, CAIA®

 


 

Nearly two millennia ago, Marcus Aurelius, emperor of Rome and a devoted Stoic philosopher, penned a series of private reflections now known as Meditations. Written amid war, political pressure, and constant uncertainty, these observations offer surprisingly relevant guidance for modern investors. With an emphasis on reason, self-command, and focusing only on what lies within one’s control, Aurelius’ insights provide advisors with a powerful framework for helping clients remain grounded, resilient, and thoughtful in the face of volatile markets and an unpredictable world.