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How to Perform Due Diligiance on a Financial Advisor

Table of Contents What is a Fiduciary Advisor?Compensation Structures of Financial Advisors…

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The Dangers of Overconfidence: Why Investors Need a Reality Check

Table of Contents Understanding Overconfidence BiasExamples of Overconfidence BiasFalling Victim…

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Decoding the Puzzle of Saving and Investments

Table of Contents How is saving and investing similar? How are saving and investing different?…

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Evaluating Your Investments and Creating a Long-Term Financial Plan

Table of Contents 1. Assessing Your Current Investment Portfolio 2. Setting Long-Term Financial Goals…

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Diversification – The Only Free Lunch in Town

Table of Contents What is Diversification?What can I do to stay diversified? Investing has long…

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Type of costs associated with investing

Table of Contents Types of Investment CostsThe Impact of Investment Fees on Returns…

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The January Effect – A Seasonal Anomaly in Investing

Table of Contents Understanding the January EffectExamining the EvidenceThe…

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2024 – The Dual Lens of Time

Table of Contents Looking backwardsLooking forwardsAnd finally… When investing in company shares and owning bonds, investors expect…

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Investment Consequences of the unfolding tragedy in the Middle East

The tragic incidents and unfolding human tragedy in Israel and the Gaza Strip have impacted everyone, and many people have concerns about how this could turn into a wider dispute during a period of great uncertainty in the world. Rightfully, the…

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Do just a few stocks drive market returns?

It can be simple to forget that we view market fluctuations via an aggregated, market-capitalisation-weighted lens. In actuality, the fortunes of various stocks and sectors may vary greatly over the short and long durations. Look at the chart below to…

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Should I pay Voluntary National Insurance Contributions whilst Residing in Hong Kong

Mat Bate, Chartered Wealth Manager can talk at length about the technicalities of portfolio construction, evidence-based investing, and the importance of cost control but he’s also a passionate advocate of Financial Planning and making sure your future financial self is…

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A Guide to Spring Clean Your Finances

The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity’. It is a familiar refrain from our busy clients that they never have time to turn their attention to their finances. We have seen…

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