- Published On: July 8, 2024|3.2 min read|
The Problem with Structured Notes for Retail Investors: Opaqueness, Provider Risk, and Hidden Commissions
Structured notes are financial instruments that can seem attractive due to their potential for high returns and tailored investment strategies. However, they come with significant risks and drawbacks, especially for retail investors.
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- Published On: June 27, 2024|1.9 min read|
How to optimise your financial life using flag theory
Imagine a world where your wealth isn't confined to one nation... Get acquainted with the Flag Theory! High Net Worth (HNW) individuals are increasingly turning to Flag Theory due to its effectiveness in optimizing financial, legal, and lifestyle arrangements.
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- Published On: January 18, 2024|2 min read|
Plan don’t predict
Don’t try to outguess and predict the markets—go with them, even when that means tolerating and being prepared to live through some short-term disappointments. Instead, have a plan - Odds are you’ll have a better investment experience in the long run.
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- Published On: October 30, 2023|1 min read|
The 10 commandments of investing
In today's world, with inflation threatening our wealth, investing wisely is paramount. Amid the constant chatter of market trends and predictions, the "10 Commandments of Investing" serve as timeless principles to guide you. These commandments offer a roadmap for becoming a savvy and confident investor, focusing on essentials like compound interest, patience, and a clear plan. Join us as we explore these principles to help you secure your financial future and make your money work for you.
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- Published On: July 30, 2023|4.7 min read|
Midyear Market Review (July 2023)
The halfway mark of the year is an excellent time to take stock of what happened during the first six months. The first half of the year has given investors plenty to process—from banking turmoil to morphing yield curves to stubborn inflation prints.
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- Published On: July 21, 2023|2.9 min read|
Decoding Risk Appetite: How Financial Advisers Determine Client Risk Tolerance
Determining a client's risk appetite is a critical step in crafting a well-suited and personalized investment strategy. Financial advisers use a combination of risk tolerance questionnaires, assessment of investment knowledge, consideration of financial goals, evaluation of the client's current financial situation, and understanding emotional factors to gauge risk appetite accurately.
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- Published On: June 26, 2023|3 min read|
Unlocking Your Financial Future: The Path to Wealth Mastery
Achieving wealth mastery is a journey that goes beyond mere accumulation. In this blog, we'll explore the concept of wealth mastery and uncover the essential steps to unlock your financial future.
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- Published On: June 15, 2023|3 min read|
Maximizing Returns: The Importance of Minimizing Fees When Investing
When it comes to investing, many individuals focus on choosing the right stocks or timing the market. However, one aspect that is often overlooked but can have a significant impact on your investment returns is minimizing fees.
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