News & Opinions
In this thought provoking piece, we reflect on the often overlooked difference between being rich and being truly wealthy. Drawing on insights from Morgan Housel, it explores why the financial choices we do not see, often matter far more for long term confidence, flexibility and peace of mind.
The way people live, form relationships and plan their futures is quietly changing. More adults are single than ever before and the implications go far beyond lifestyle choices. In this short piece, we explore what is driving this shift and what it could mean for your family’s financial future.
Most of us, we assume, have a pretty good understanding of Maslow’s hierarchy of needs and therefore can easily distinguish between our Needs and Wants and to work out our priorities. However, perhaps we need to dig a bit deeper to truly distinguish them. Veritas Wealth partner, Rick Briers-Danks, invites you to take up pen and paper, make two columns and do some earnest thinking about your real Needs and Wants.
Barry and Rick recently spent a week in the UK attending two leading financial planning conferences, exploring how our profession continues to evolve. While technology and AI featured heavily, the most reassuring takeaway was how central relationships and human understanding remain to delivering great advice.
Markets are moving faster, reacting harder and becoming less anchored in fundamentals. This article explores why the rise of the non-fundamental investor matters and how patience and discipline may now offer a rare advantage. If you want to understand what this means for your investments, it is well worth the read.
Few companies capture investors’ imagination quite like SpaceX and as talk of a listing grows, Elon Musk will once again dominate the headlines. SpaceX may well be a great company and one of the most talked-about listings of the year, but that does not guarantee a great investment outcome. What matters most is not the quality of the business, but whether the valuation fairly reflects the risks investors are taking.
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