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Blog
Your 7-point Mid-Year Financial Plan
The year is halfway over at the beginning of July, so now could be an ideal time to assess your finances, review financial objectives, and make any necessary changes to keep on course. Write out your goals, no…
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Understanding the Concepts of Distribution and Accumulation in Investment Funds
Have you ever noticed the same fund name yet at the end it has ‘acc’ and ‘dist’? Investment funds come in two primary forms: distribution and accumulation. Here we discuss the differences and concepts between the two strategies. Distribution…
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Read moreOvertrading can be the downfall to your investment returns
In today’s fast-paced financial markets, it’s easy to get caught up in the excitement of trading. The promise of quick profits and the thrill of making swift investment decisions can be enticing. However, what many investors fail to realise…
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Inflation is a Tax on your Wealth
The majority of people are extremely mindful of the obstacle of inflation when they get to the supermarket checkout, or when paying their energy bills. The true worth of their assets, such as the assets in their investment portfolio,…
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Read moreHow The Emotional Gap Affects Investments in Hong Kong
In the realm of finance, your ability to navigate emotions and make informed decisions is paramount, especially in the fluctuating landscapes of markets and investing. Behavioural finance, a critical intersection between psychology and financial decision-making, emerges as a…
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Unravelling Mutual Funds, ETFs and Index Funds
Understanding the array of different tools in the investment universe can be complicated. Taking it in bite sizes is normal and understanding the simple concepts will keep you in good stead. In this article, we will talk about mutual…
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Read moreHow financial planners can help manage your expectations on the return on your investments
Investing for the long haul necessitates constructing a well-diversified portfolio tailored to deliver appropriate risk and return levels across various market scenarios. However, even after meticulously designing the optimal portfolio, no one can accurately predict or control the actual…
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Taking the Easy Wins
Our last blog discussed the merits of having a clear, well-thought-out financial plan. Once you have a plan in place, we recommended in our guide looking at some other areas which are “easy wins” in terms…
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Read moreChoosing the Right Path: Evaluating Irish-Domiciled Funds and US-Listed Funds
Did you know there are more than 8,700 Exchange-traded Funds (ETFs) globally? For beginners, the process of starting to invest can be daunting. In this post, we will be focusing on buying Exchange-Traded Funds, an investment…
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Why Fee-Based Financial Advisors Warn Against Short-Term Investing Focus
In the intricate world of investing, fee-based financial advisors consistently caution against the allure of short-term market gains, suggesting instead a steadfast focus on long-term investment strategies. The argument that while the volatility of stock market returns…
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Read moreA 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
I. Stocks and Bonds: Unveiling the Investment Giants Definition and Characteristics: Decoding the DNA of Stocks and Bonds Stocks and bonds are key players in long-term investing, each with distinct characteristics. Stocks, or equities, represent ownership in a…
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