General


From Life at Home to Life on a Tightrope

As the hard lockdown begins to soften a bit, we peer into an uncertain future and ponder what will happen next. Many of us crave guidance to help us along the road ahead. Scenario planner Clem Sunter thinks we’re about to walk a tightrope, a very wobbly tightrope on which we need to remain upright at all costs. Sunter shares four scenarios about what life will be like as we lift Covid-19 lockdown.

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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?

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Finding Your Lodestar

What’s the best advice you have ever had? Maybe you look no further than enduring truths like, “A penny saved is a penny earned” or “A stitch in time saves nine”. Whatever the case, we came across
a list of nine pieces of advice from which to draw if you are still looking for your lodestar in life or if you feel you need some new inspiration.

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Crowning the Customer

That well-worn saying that “the customer is king” is finally beginning to take on real meaning in the business of lifestyle financial planning. Veritas Wealth Management founder Barry O’Mahony sets out how investors will benefit from changes that are transforming the relationship between investors and their financial planners.

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