I remember, just after 9/11, listening to Clem Sunter speak about the choices that America had in response to the events that had just unfolded. Essentially, they had two choices, and the choice they made would define their future. The choices w
Over the years as we have chatted to clients about financial planning we have settled down to the “big 5” risks that everyone faces and the resulting financial (and emotional) risks that they present to the person and their family. Simply put, these
Much has been written about the value of financial advice. There are many people who believe that financial planners offer little value for the fees charged while there are others who believe that the value financial planners add is very significant.
I just received an invitation to the Discovery Life financial planning summit…on opening the invitation I noticed a few things: The invite is for a financial planning summit The agenda is dominated by sales techniques – sure there are some othe
•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning
