Introduction In professional circles, you often hear clients’ express concerns about the fees they pay to lawyers, doctors, or other service providers whose intellectual capital is their greatest asset. There’s a story that resonates with many in such discussions: Picasso was...
Where to start? From a broader set of investment opportunities to currency diversification, offshore investing can be a key strategy to help preserve and grow clients’ wealth over the long term. Offshore investing could feel overwhelming and as an increasing number of...
The end of 2023 is fast approaching and with it, a sigh of relief. It was another volatile year where politics and economics continuously toyed with our emotions. There was little peace amidst the turmoil we witnessed throughout the year, and it’s only natural that some of us...
Sometimes I find it incredibly difficult to make sense of this crooked world we live in, and I often hear how perplexed investors are as well. The economy feels a little upside down, every headline seems to have a negative tone, markets are selling off, sentiment is low and...
Advisors can, and should, give you more than standard financial advice. The technology geniuses have done it again: ChatGPT, and artificial intelligence in general, is set to change our lives forever. Thousands of articles have already cited the hundreds of jobs and services...
High inflation brings with it increased levels of financial stress due to the rising cost of living. During times of high inflation, especially when coupled with the levels of market volatility we’ve been experiencing, investors tend to re-examine their finances. This includes...
We acknowledge that you may be worried about the economy, including inflation pressures or a recession. Moreover, we have seen recent research that suggests people are sitting on high levels of cash. This can be a dangerous time and it remains an important time to be grounded...