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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’. It is a familiar refrain from our busy clients that they never have time to turn their attention to their own finances. We had…
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Rebalancing – do I really have to?
Most human beings find it difficult being investors. We’re brought up to try and purchase items when they are cheap and avoid them when they are considered expensive, however, the data suggests this is often not the case for equities.
Read moreQuestions to Ask Your Money Manager
All too frequently we come across clients who have little understanding of the financial products/instruments they hold. Often the performance will be sub-par (being generous), generating returns far below the appropriate benchmark based on the risk being taken. Most…
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Avoiding the Lazy Tax
If you have gone through our 5 steps to creating a budget and feel like you have everything under control, what next? The 6th point in our guide to Spring Cleaning your finances is to avoid lazy taxes;…
Read moreFinancial Plan
Our previous piece explained why in uncertain times you should leave investment portfolio alone, and historically we’ve seen a strong rally from global markets. Whilst there may be more downside to come, we know that investors who miss…
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Budgeting in Hong Kong?
In the second instalment of articles from our Guide to Financial Planning in Hong Kong, we discussed why having a plan is essential when it comes to managing your finances, knowing what you want to achieve with…
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