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How financial planners can help manage your expectations on the return on your investments

Table of Contents Dispelling the 10% MythRealistic Expectations: Balancing Risk and Return…

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Taking the Easy Wins

Table of Contents Are there pension/tax planning opportunities in Hong Kong?Should I…

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Choosing the Right Path: Evaluating Irish-Domiciled Funds and US-Listed Funds

Table of Contents Taxes when holding ETFsAcross the pond: Buying Ireland-Domiciled ETFs…

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Why Fee-Based Financial Advisors Warn Against Short-Term Investing Focus

Table of Contents The Allure of Short-Term GainsConsequences of Short-Term Thinking…

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A Guide to Spring Clean Your Finances

The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity.’ Our busy clients often lamented that they never had time to focus on their finances. However, during the COVID-19 pandemic, we witnessed a surge…

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The Great Debate: Stocks or Bonds? Making Sense of Your Investment Choices

Table of Contents I. Stocks and Bonds: Unveiling the Investment GiantsII.

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How to Perform Due Diligence on a Financial Advisor

Table of Contents What is a Fiduciary Advisor?Compensation Structures of Financial Advisors…

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The Dangers of Overconfidence: Why Investors Need a Reality Check

Table of Contents Understanding Overconfidence BiasExamples of Overconfidence BiasFalling Victim…

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Decoding the Puzzle of Saving and Investments

Table of Contents How is saving and investing similar? How are saving and investing different?…

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Evaluating Your Investments and Creating a Long-Term Financial Plan

Table of Contents 1. Assessing Your Current Investment Portfolio 2. Setting Long-Term Financial Goals…

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Diversification – The Only Free Lunch in Town

Table of Contents What is Diversification?What can I do to stay diversified? Investing has long…

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Types of costs associated with investing

Table of Contents Types of Investment CostsThe Impact of Investment Fees on Returns…

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