Financial Planning

Do not get this call wrong!

For many of us, the outlook feels so bleak right now that we are considering some big decisions regarding our future. Namely, should I go or should I stay? Will our country sink to the bottom; will it rise again? The only thing we know for sure is that predicting the future is an inexact science, so what’s the best thing to do?

Read More

Are you an eater or a waiter?

It seems so clear cut. The best chance you have to achieve your investment goals is to save regularly over the long term. So why do so many people fail to follow this logic? It requires delayed gratification, not something the world we live in subscribes to. In this light, we wanted to share some insights from Nic Andrew, Head of Nedgroup Investments.

Read More

Buy, Build, Sell or Beg?

According to an old Scottish saying, the father buys it, the son builds it, the grandson sells it, and his son begs. In fact, a US study reveals that as many as 70% of intergenerational transfers of wealth fail. Too many people simply place the blame for this on the “kids” who received the money, but a recent analysis we have come across exposes the real reasons.

Read More