Blog

Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

Your Future Self Will Thank You

Your Future Self Will Thank You

Topic:
Wealth Planning
Excerpt:
Financial success is linked with the ability to identify with the future self. Academic studies show that people who can conceptualize their future
Did You Score?

Did You Score?

Topic:
Pearls of Wisdom
Excerpt:
It turns out that credit scores are not just useful for banks to evaluate if you are a credit-worthy borrower.
The Wit and Wisdom of Charlie Munger

The Wit and Wisdom of Charlie Munger

Topic:
Investments
Excerpt:
“In the corporate world, if you have analysts, due diligence, and no horse sense, you’ve just described hell.”
A Simple Plan for Managing Pain

A Simple Plan for Managing Pain

Topic:
Pearls of Wisdom
Excerpt:
Does the idea of losing money cause you anguish?
The Most Important Step in Retirement Planning

The Most Important Step in Retirement Planning

Topic:
Wealth Planning
Excerpt:
A recent article in CPA Magazine examined the most important step in retirement planning, and in my opinion, they got it right. Most people will say
“Sell Everything”. . . At Your Peril

“Sell Everything”. . . At Your Peril

Topic:
Investments
Excerpt:
It is easy to understand that investors were solicitous after the first week of 2016. Fully 10% of the value of the Shanghai Composite Index had
How “Active” is Your Manager?

How “Active” is Your Manager?

Topic:
Investments
Excerpt:
One of the great debates in the investment world revolves around the value of “active” management. Active managers pick individual stocks (or bonds)
Organization, That’s the Key

Organization, That’s the Key

Topic:
Human Interest
Excerpt:
We all stumble across things that strike us instantly as clever or potentially useful. Usually they grab us because we see an immediate role for them
Time Poverty: Why Are We All So Busy?

Time Poverty: Why Are We All So Busy?

Topic:
Human Interest
Excerpt:
"The predictions sounded like promises: in the future, working hours would be short and vacations long. “Our grandchildren”, reckoned John Maynard
The Mobile Dragon

The Mobile Dragon

Topic:
Pearls of Wisdom
Excerpt:
“You forgot your wallet, and it’s four flights up to your apartment in Shanghai’s French Concession. No worries. You’ve got your smartphone. Open