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Strategy and wealth management
We write about what we actually work through with clients. How a portfolio is built, what to do when markets fall, how to talk to children about money and what responsible investing really means.
How many portfolios do you actually have? On diversification that makes sense
Equities, bonds, property, private equity, different regions, currencies or strategies. The number of investments and accounts still says nothing about how well the wealth is really diversified.
Does the 60/40 Portfolio Still Work in Today’s World?
Can a portfolio be properly diversified and still carry more risk than you think? The 60/40 model has been a cornerstone of investing for decades. But markets have changed. What happened, and why is this classic strategy once again at the center of the debate?
The Core Layers of Wealth: How a True Sense of Security Is Built
Wealth is not created by a single decision, but gradually over time. We show what layers it consists of, what role each plays, and why their balance brings a true sense of security in everyday life.
Income from investments: how much wealth you need and how to set up withdrawals
How much can I withdraw from the portfolio each year so that the money lasts? There is no single percentage. What decides is the length of drawing, the composition of the portfolio, taxes and what should remain of the wealth.
The Future in Your Portfolio: How Trends Shape Investing
The future feels within reach. Today’s technological trends are accelerating the development of the green transition, healthcare, defense, and many other sectors. This is not just a passing fashion — these are structural forces reshaping our economy, society, and the way we live.
The Biggest Myths About Investing: Debunk Them With Us
Investing isn’t just for the privileged. But it’s often surrounded by myths that scare people off for no good reason. Let’s debunk the most common ones and uncover the truth.
How Do the Wealthiest Czechs Invest? Natural Development or Trend?
Investments by wealthy Czechs such as Renáta Kellnerová and Karel Janeček inspire many investors. In 2024, cryptocurrencies and digital assets became major topics. Mr. Janeček is known for his strategic approach to innovative technologies, setting an example for others.
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