In the intricate world of financial services, trust is the bedrock upon which relationships are built, decisions are made, and success is achieved. But what exactly constitutes trust?
Wholesale Investment: Stay Wary
Most of us likely understand wholesale to mean ‘cheaper than retail’. Wholesale stores usually sell to other stores rather than directly to customers, so buying at wholesale price typically means saving a few bucks on the retail markup that stores would use to make their profit.
History Does Repeat... In Empires, And In Blue Chip Stocks
Those looking at the history of blue chip stocks as indicators of their future success only need remind themselves of Constantinople
It Ain’t All Bad: Global Performance Highlights Importance of Diversification
There is little love to be found in any financial or business headlines lately. Profits are down year on year for household name companies.
Doing the Work in Retirement
I recently saw an article titled “Why you should never retire.” This doubtless sent a chill down the spine of a few readers before they clicked into it – but the essence of the article was sound.
Valuable Lessons: Teaching Your Kids About Finance
The best things in life are free; one of the best things you can do for your kids is prepare them for adulthood by teaching them about money.
Reflection & Resilience
This time last year, everything ground to a halt. Telecommunications and electricity were down for weeks in some areas. It was a long time before the damage could be fully understood, and to date, some places still have not recovered or been rebuilt.
If $1M Fell Into My Lap…
Maslow’s hierarchy of needs is a motivational theory in psychology comprising a five-tier model of human needs, often depicted as hierarchical levels within a pyramid
SFG Turns 37: Let’s Talk Retirement Planning…
If Stewart Group was a person, we would be firmly in the middle of the typical accumulation phase of life. Having just celebrated our 37th anniversary in business, our minds are always on retirement… not ours (we’re only just getting started!) but on what people ought to know when planning for this stage in life.
Happiness and U
There’s been plenty to whinge about in the past few years – but is the world getting worse, or are you just in the middle of the U-shaped happiness curve?
Hindsight is 20/20 (or: Don’t Bet on Market Forecasts)
Marking another calendar year provides an opportunity to reflect on several lessons, not the least of which is the difficulty of investing based on past performance.