Latest Articles
Three ways you can ‘own’ and “benefit” from volatility
Do you want to reduce volatility? You're not alone. Volatility management is a common goal among investors. The...
Why do financial advisers always tell you to invest?
“Buy a stock the way you would buy a house. Understand and like it such that you’d be...
Why the banks are guaranteed to lose us money
Where do you put your money? If you are like many people, you believe the safest, easiest option...
Money causes stress… do you know why?
Money causes stress. It's a fact of life. I believe money issues are the number one worry of...
What is behavioural finance?
Following on from my recent blog "Habits of Successful Investors", I believe that Behavioural finance is the study...
Habits of successful investors
Luck may be on your side if the biotech shares you just purchased double in price because the...
Investing for the future with Dollar Cost Averaging
There’s a lot been said in the media recently about the investment concept of Dollar-Cost Averaging. One of...
Pound Cost Ravaging – the beast that can destroy your pension pot
Perhaps one of the most hazardous complexities of new flexibilities, allowing individuals to manage their own income in...
Why retiring early means NOT booking that holiday
Why retiring early means NOT booking that holiday... unless you're already saving for retirement as well! Saving money...
What does being “rich” come down to?
A study has been made on millionaires for 6 years and we have realised being 'rich' comes down...
Expat life in Dubai: Financial Concerns, Part 2
Expatriate Life in Dubai What are expats in the UAE most concerned about when it comes to their...
The What Ifs need careful financial planning
Regardless of where you are going, as an expat or a local, it is critical to consider the...
Spending habits: Savers vs. Spenders
When comparing individuals and their financial habits, it often comes down to dividing people by what they are....
What does Regulation 28 mean for my retirement savings
Regulation 28 is a part of the Pension Funds Act and its purpose is to protect investors against...
Crypto – Don’t let your digital assets die with you
An intro to Cryptocurrency Cryptocurrencies, or “crypto-assets” as they are sometimes known, are a type of digital currency...
Longer life expectancy of retirees presents challenges in retirement
The longer life expectancy of retirees presents challenges in retirement. The good news? We're living longer. The bad...
Retiring in Switzerland: Three-pillar pension system
Now that we understand why so many people retire abroad and understand the important factors to consider when preparing...
Moving to Switzerland? Plan for the Future!
The following article is written by Graeme Perry, Solicitor at Sykes Anderson Perry Limited Solicitors and Chartered Tax...
Money Makes Millionaires Go Around The World
In addition to my recent blog "What does being RICH come down to", I believe many millionaires are...
The dramatic impact of tech’s top performers in 2020
In 2020, 7 tech companies were responsible for adding $3.4 trillion in value into the market, powering through...
Performance Summary of the S&P 500 in 2020
The S&P 500 is a market-weighted index, reflecting the largest 500 stocks (large-cap) in the US. It is...
There should be nothing remarkable about world-class standards
Our mission as a financial adviser is simple, and it’s putting the client first. All too often, we...
Why your bank is laughing at you?
How much money do you keep in your current account? If you keep a sizeable balance in your...
What will be the Impact of Job Losses Upon the Global Economy?
Most of us are still able to recall the economic trials and tribulations associated with the financial crisis...
Why You Wouldn’t Buy a UK Property Right Now!
We are all aware that a property is one of the most important investments that you can ever...