Apr
03
2023 Q1 Market Notes
USA
2023 started off on a positive foot fuelled by hopes of a Fed pause on interest rate hikes. This
4 min read
Latest
Jan
02
2022 Year in Review and 2023 Outlook
Putting 2022 Into Perspective
Unless you've been living under a rock, it's fairly obvious to note that 2022 was a
6 min read
Sep
29
2022 Q3 Market Notes
Markets seemed to start stabilising somewhat after such a dismal first half, but 2022 remains woeful for investors with both
5 min read
Sep
09
Protect Your Digital Legacy +
How many 'memories' do you have in the form of pictures and videos across all the devices and digital accounts
3 min read
Aug
26
Index Hugging +
Amongst the list of things wrong with a lot of the active fund management industry (underperformance, high fees, opaqueness etc.
3 min read
Aug
04
Recession; Transgender Heirs +
Everyone's asking (particularly in the U.S.), "will there be a recession anytime soon, or are we already in one?
4 min read
Jul
29
Five Things to Know When Dealing With an International Estate
Individuals and families who have assets in multiple jurisdictions need to be aware of the differing rules between those jurisdictions
3 min read
Jul
15
Things Fall Apart
The breakdown in the traditional stocks/bonds correlation has made the first half of this year rather unsettling for conventional
4 min read
Jul
08
How I Bought a Banksy +
I recently co-bought an original Banksy piece.
No, I didn’t fork out millions. Instead, I purchased shares in the
7 min read
Jul
04
2022 Mid-Year Market Notes
Market Routs
It has been one for the history books. Just about every financial asset you can imagine was crushed
6 min read