News
News
News
The Investment Committee – Paddling Hard Beneath The Surface
A powerful, well-diversified, long-term investment strategy must be built and maintained in addition to excellent, ongoing financial planning if you want to meet your financial objectives and liberate yourself and your loved ones to live the lives you envision.
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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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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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Evaluating Your Investments and Creating a Long-Term Financial Plan
Investing is a crucial component of long-term financial planning. It allows individuals to grow their wealth and achieve their financial goals over time. As we enter a new year, it is essential to review your…
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Read moreRebalancing – do I really have to?
Most human beings find it difficult to be 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…
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Questions 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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Read moreAvoiding 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…
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Financial 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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Read moreBudgeting 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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