In an environment where news headlines are having a larger impact on financial markets than normal, and with an air of uncertainty, it is a good time to reflect on what is happening…

In this article we are going to explain all you need to know about dividends in investing- what they are, and how you can use them. Let’s start with some jargon busting: What are dividends…

I was listening to a podcast recently where they were discussing the current affairs and the geopolitical- and by extension economic and financial - uncertainty at the start of 2025. It gave rise…

In this article we are addressing a question we are frequently asked- whether, if you have the means, you should pay down your mortgage faster or not. There are many variables to…

If you are an expat or international professional living in Europe and are searching for a professional to help you set out a financial plan, manage your money, and advise you where and how to invest to grow your wealth, you should do your research to…

In this article we will look at how to stay financially fit, or how to become more financially fit in 2025. What does being fit mean? One definition is to be able to withstand uncertainties, and…

If your news feeds are like ours, you will have been inundated with the many words of the year in recent weeks. The word of the year is sometimes a word that captures the mood of the…

Are you a US citizen or a US connected person living in Europe? If you are you have probably experienced the hassle of managing your money, from opening a bank account, to planning…

With so much hype around Black Friday (and now also Cyber Monday) sales and increasing criticism of sales that are not real sales, it pays to be cautious at this time of year. Many…

The past couple of years have been extraordinary for the US stock market, and the recovery in developed markets in general has really seemed to take hold in 2024. Some might…

Markets go up over time, don’t make changes to your long term strategy based on short term factors. Here we are at the end of US election week, with the news that Donald Trump has been…

This post covers a concept that we speak about a lot with our clients and is one that can have a major impact on achieving your goals and creating a better financial life…

There is only 8 weeks until the end of the year, which means now is the time to look at your financial situation. There are important assessments and decisions to make which can benefit you…

One of the unexpected issues facing international professionals is what we call the pension gap. This occurs when you move from your home country and for the time you are away, you…

We all like to indulge in the odd luxury from time-to-time, but how does that factor into your financial planning? Is spending on the finer things holding back your objectives or contributing to...

This week we are looking at the key news items making the headlines and how it can impact your life, how you manage your money, your financial plans and your investments. We...

If you look for a common thread in all the articles we write, one of the comments you will see repeatedly is this truism about investment markets: markets go up over time, but not in...

Interest rates have been on the move this week and that can impact your life through cost of living, cost of borrowing, and potential return on savings and investments. This article...

It is a good time in the market cycle to be reminded of the momentum investor bias. This bias is really a sequence of responses to movements in markets, that can seem...

What is a pension gap? Why is it important? What can I do about it? We address all these points with some practical information in this article. An essential short read for all expats living in Europe...