Blog

15 financial moves to make before the end of the year



It’s almost 2018… do you have a customized financial plan to help you reach your goals and dreams?

How Does the Tax Reform Affect You?

Summary of The Tax Cuts And Jobs Act of 2017

12 important questions

Brexit: UK to leave the EU

Before we comment on Brexit, let’s look at the top Google questions in UK on the European Union (EU).

8 Charts of the Markets

Interest rates are at inconceivable levels


Should you be paying a bank to hold your money?

In this newsletter we will investigate the worldwide phenomenon of low / negative interest rates and their effect on your investments and lifestyle.

15 Popular ways that will help you reach your dreams



It’s almost 2017… do you have a customized financial plan to help you reach your goals and dreams?

Surprising and Remarkable Results of the U.S. Election




 

How Are Your Mutual Funds Performing?



8 years ago, on March 9th 2009, U.S. stocks reached a low following the great financial crisis.  There are thousands of mutual funds investing in U.S. stocks. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...