Challenge and conquer, overcoming obstacles.

Change brings opportunity.

What is the money for? Start with the end in mind.

Knowing why, can lead to a wealthy life.

“Not everything that is counted counts, and not everything that counts can be counted” – Albert Einstein.

Wealth management isn’t just about beating the market; it’s also about crafting and sustaining your ideal lifestyle.

In the business world, mergers and acquisitions are common occurrences. People often come together to combine their resources, expertise, ideas, and client bases to create a stronger and more competitive entity.

Quite comfortably the best investor psychology book of the year in my opinion has been Morgan Housel’s’ The Psychology of Money – Timeless lessons on wealth, greed and happiness. We keep buying more and more copies in the office to give away as the lessons in this…

The first part of 2022 was painful to markets and investors. Fears of inflation spiraling out of control, followed by rapid and potentially large interest rate increases by the US Federal Reserve which could potential lead to a recession in 2023 or 2024 are spooking investors and leading to very volatile markets.

There will always come a time when you need to access some of the money you have saved. After all, you put it away for a purpose. But, unfortunately, investments don’t operate like bank accounts. Withdrawing funds is often not as easy as simply logging onto an app and…