2023 Q1 Market Notes
2023 started off on a positive foot fuelled by hopes of a Fed pause on interest rate hikes. This
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
2022 Q3 Market Notes
Markets seemed to start stabilising somewhat after such a dismal first half, but 2022 remains woeful for investors with both
Protect Your Digital Legacy +
How many 'memories' do you have in the form of pictures and videos across all the devices and digital accounts
Index Hugging +
Amongst the list of things wrong with a lot of the active fund management industry (underperformance, high fees, opaqueness etc.
Recession; Transgender Heirs +
Everyone's asking (particularly in the U.S.), "will there be a recession anytime soon, or are we already in one?
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
Things Fall Apart
The breakdown in the traditional stocks/bonds correlation has made the first half of this year rather unsettling for conventional
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
2022 Mid-Year Market Notes
It has been one for the history books. Just about every financial asset you can imagine was crushed