Latest News

Few threats menace the world of wealth creation as silently, and as corrosively, as FOBO: Fear of Better Options.  Unlike its impulsive cousin FOMO (Fear of Missing Out), FOBO doesn’t drive action. Instead, it whispers, “Wait. Something better might come.” And in that interval, wealth quietly departs.The world of investing can feel like it has its own language. There are many terms and concepts that can feel intimidating to many people. But reality is often not as compl...

We all want to leave our loved ones as financially secure as possible when we die. But that involves more than just the basics of executing a valid will, choosing a competent and professional executor, and of course leaving enough asset value in your estate. Let’s talk about the risk of one or more of your heirs finding themselves in financial distress and losing their inheritances to their creditors. How should you go about ensuring that inheritances aren’t subject to attachment b...

This gap is more than just a number — it reflects lost opportunities for women to build wealth, gain financial independence, and make an even greater impact on the economy

In the wild world of investing, everyone has a bit of a dog in them. Some sniff out every opportunity, others guard their bones fiercely, and a few want a calm walk in the park.  The key is understanding your inner dog and allowing it to inform your investment strategy. So, leash up your instincts and let’s meet the pack.Financial planning is personal for everyone, but there are particular factors that make it especially important for women to take ownership of their financial futur...

There is no shortage of things for investors to worry about at the moment, and the rate at which markets have swung up and down this year shows just how much uncertainty there is.  But how abnormal is what’s been happening? In this article, we explore whether there is even such a thing as “normal” market behaviour, and what all of this means for investors. Read on for a much-needed dose of reassurance.What if we told you there was an innovative way to care for your ki...