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Blog
A Guide to Spring Clean Your Finances
The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity.’ Our busy clients often lamented that they never had time to focus on their finances. However, during the COVID-19 pandemic, we witnessed a surge…
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Read moreHow to Perform Due Diligence on a Financial Advisor
Table of Contents What is a Fiduciary Advisor?Compensation Structures of Financial Advisors…
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Read moreThe Dangers of Overconfidence: Why Investors Need a Reality Check
Table of Contents Understanding Overconfidence BiasExamples of Overconfidence BiasFalling Victim…
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Read moreDecoding 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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Read moreEvaluating 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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Read moreDiversification – 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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Read moreType of costs associated with investing
Table of Contents Types of Investment CostsThe Impact of Investment Fees on Returns…
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Read moreThe January Effect – A Seasonal Anomaly in Investing
Table of Contents Understanding the January EffectExamining the EvidenceThe…
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Read more2024 – 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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Read moreInvestment 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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Read moreDo 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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Read moreShould 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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