Blog
Blog
Staying Calm in Turbulent Markets
Market turbulence can be unnerving at times, particularly when the news headlines are yelling. Purchasing stock in a business entitles you to a portion of the future cash flows that come with ownership. Dividends or an increase in the share…
Published :
Updated :
Read more
How Inflation Affects Your Investments
The basics of inflation Why do we invest? Many people have different reasons why they invest, one big driver is to save for retirement, as you may not want to work for your entire life. Another basic principle is to…
Published :
Updated :
Read moreNavigating Exchange Rate Volatility for British Expats in Hong Kong
For British expats in Hong Kong, exchange rate fluctuations can have a significant impact on financial planning, daily expenses, and long-term investment decisions. Whether transferring money back to the UK, managing overseas assets, or considering retirement planning, staying informed about…
Published :
Updated :
Read more
How do I withdraw from my MPF
In part 2 of our mini-series of your MPF, we look at what you could do when it comes to withdrawing from your MPF. If you aren’t at the stage of withdrawing from your MPF, have a read part…
Published :
Updated :
Read moreWhy is my MPF Performing Badly
What is MPF? The Mandatory Provident Fund in Hong Kong is a mandatory savings scheme for the people in Hong Kong to build up their retirement savings. With the rapid ageing population in Hong Kong, by 2034 it’s estimated that…
Published :
Updated :
Read more
Understanding Tax Residency: A Guide for British Expats in Hong Kong
Navigating tax residency is a complex but essential aspect of life for British expats in Hong Kong. Whether you’re planning a long-term stay or considering eventual repatriation, understanding your tax obligations in both jurisdictions can save you from financial pitfalls.
Published :
Updated :
Read more2025 – The Dual Lens of Time
It can be difficult emotionally to be an investor. We feel uneasy if we have a poor year (such as 2022), and even after a few successful years (2023 and 2024), we can still be concerned that some of the…
Published :
Updated :
Read more
IPOs Explained: Understanding the Path to Going Public
What is an IPO and how it works An Initial Public Offering, or IPO, is the process through which a private company becomes a publicly traded entity by offering its shares to the general public for the first time. It…
Published :
Updated :
Read moreDiversification within the USA
As the year comes to an end, 2024 has undoubtedly been an election year. Voters in 64 countries were expected to turn out in greater numbers than ever before this year to choose their nations’ future leaders. As a major…
Published :
Updated :
Read more
Why a 1% advisor fee may be worth it
Many people ask us: Is working with a financial advisor REALLY worth the fee? It’s a valid question. No one likes the idea of paying fees unless they fully understand, the benefits and these can be extremely difficult to comprehend…
Published :
Updated :
Read morePaying Attention: The High Cost of Investment Fees
There is no doubt that fees will have a significant impact on your investment return over the long term. Before opening an investment account with or without a fiduciary financial advisor, make sure you are aware of the potential…
Published :
Updated :
Read more
Mastering Your Finance: A Guide to Budgeting and Investing
In the world of personal finance, budgeting and investing go hand in hand. While budgeting helps you manage your finances day to day, investing is crucial for building long-term wealth. One common question that many people have is, …
Published :
Updated :
Read more