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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.
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?
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 Fastest Crisis in History: Markets on a Rollercoaster
2025 has so far brought extreme volatility to the markets. April’s sell-off and the subsequent rebound rank among the fastest in history. What actually happened – and what does it mean for investors?
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