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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.
HOW WILL LOWER INTEREST RATES AFFECT US?
A decline in interest rates has widespread effects on the economy and financial markets, impacting areas from consumer loans to investment strategies. We explore the main consequences of this phenomenon and its influence on everyday life and business.
NOVEMBER AND ITS IMPACT ON YOUR PORTFOLIOS
November had a very positive impact on nearly all portfolio components. Stocks approached a 10% increase, and 10-year government bond prices also rose due to declining yields.
OCTOBER AND ITS IMPACT ON YOUR PORTFOLIOS
An emotionally charged event, the Hamas terrorist attack on Israel, surprisingly was not the main driver of equity markets. In the U.S., it was primarily the rise in U.S. Treasury yields to 5% that played a significant role.
How Are Markets Evolving?
Positive development in equity markets, July and its impact on your portfolios
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