Handling the transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects. ...
I can honestly say I never struggle to find pieces to include in this weekly post, but this week there was an embarrassment of riches...
Turbulent stockmarkets, lessons from history, you can never be too kind and digital detoxing. The best of what caught my eye this week ...
Ways to be smarter; accepting the crazies out there; the meaning of true wealth, and how to avoid losing it all; and how to react to rising markets. Snippets from around the web which caught my eye this week....
People tend to first make contact with us due to a significant life event. Sadly, by the time someone seeks our help it can sometimes be too late....
Owning your mistakes, inside Warren Buffett's brain, and (another) feisty old man. The best of what caught my eye this week....
Using money to buy happiness, the thrill of uncertainty, and the dolphin who trained her humans. Some of what caught my eye on the web this week...
Another new year, another fresh start. Rather than making the same old new year's resolutions this year, try thinking about your money values instead...
If investors have a disciplined and robust investment process, backed up by a financial plan which informs their investment strategy, so that they understand exactly WHY they own the investments they own, and the purpose their portfolio serves in helping them to achieve their goals...
The extent to which people will put up with something which negatively affects them before they will take action is amazing. Working with a financial planner can free up time you may not have. ...