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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 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.
He sold his company. What now for the capital he built over twenty years?
After a company is sold, a large part of the owner’s wealth turns into money in an account within a short time. A model story from practice shows how a structure grows out of it, one where every part of the capital has a role.
In the folder her father left there were fourteen statements and one business card
A model story of a client who inherited a portfolio from her father. Why the first step does not have to be a change, and why a good portfolio need not suit its new owner.
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?
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.
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.
She kept a spreadsheet for seven years. She wanted to know how much she could withdraw
A model story of a client who brought her own table of withdrawals. What changes when wealth is meant to stop growing and start providing a regular income.
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.
Want to discuss your situation in person?From articles to your own numbers
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