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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
America’s Economy Is Slowing. Why Are Stocks Still at Record Highs?
The U.S. economy is slowing, consumer confidence is weakening, and inflation remains elevated. Yet the S&P 500 continues to reach new highs. How can economic pessimism and investor optimism coexist, and what does it mean for long-term investors?
Investing in the Czech Republic as an Expat: How to Build a Portfolio That Works Across Borders
Living in the Czech Republic does not mean all your investments need to be Czech. If your income, assets and future plans span several countries, your investment strategy should take that into account.
Seven funds from three advisors. Nobody lied to him
Twelve years, three advisors, seven funds. A model story of a client who wanted to know what his portfolio really cost, and found that the fees were not the most expensive part.
What Is Happening to the Economy and What It Means for You
The global economy is slowing down. What is behind it, which scenarios economists are considering, and what it means for everyday life and investments in Europe.
When markets fall: what to do with a portfolio and what not to do
Declines are part of investing. How often they come, what we check in a portfolio when they do, what we do not change, and why a decline is more sensitive for someone drawing an income.
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.
Nobody talked about money over Sunday lunch
Two adult children, family assets in the tens of millions and a rule that money is not discussed at lunch. A model story of a family working out how to hand it over.
How the Relationship to Investing Changes After Year One
The first year of investing is less about numbers and more about perspective. People begin to understand their relationship with time, uncertainty, and their wealth. How this shift unfolds depends on their situation and prior experience.
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