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5 Millennial Money Tips

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There are a lot of conflicting reports in the media about millennials and their money, more specifically on their ability to build wealth compared to the generations before them. A 2020 study by Bank of America found that 75% of millennials are not confident about their financial future, and one-third worry...
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Should You Be An Active Investor?

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If you surveyed 100 people who have forayed even partially into the world of finance and investing, and asked “what is active investing?”, they would likely offer up some explanation of the difference between Active and Passive investment management. In this article, Thomas Rogerson, Director of Wealth Management at Pyrmont...
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The Psychology Behind Financial Windfalls

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Financial Windfalls and The Psychology Behind Them Financial windfalls can come in many forms and can be as small as finding a HK$50 note on the way home from work, a big bonus, to inheriting millions from a relative. While you might be someone who has not yet experienced a...
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EBI: Practice Smart Diversification

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EVIDENCE BASED INVESTING: PRACTICE SMART DIVERSIFICATION Many investors have a home bias to their own country, tending towards holding a portfolio of domestic stocks. For similar reasons (familiarity, knowledge, behavioural biases, levels of experience) it’s also common to see people gravitate towards brands they know and recognise when choosing stocks....
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The 10 Step Financial Spring Cleaning Review

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Give Your Finances a Spring Clean in the Current Environment Most of us couldn’t have envisaged what would happen over the last few years but the time we have had, has given us the opportunity to do the things we had been putting off. With the current restrictions in Hong...
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EBI Series: Consider The Drivers of Returns

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EBI Series: Consider The Drivers of Returns Through many years of academic research, it has been found that there are a number of factors that indicate the differences in expected returns. Investors have the scope to achieve higher returns than they might expect if they base their portfolio around these...
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Top Ten Ways To Reduce UK Inheritance Tax

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Top Ten Ways To Reduce UK Inheritance Tax If you are a UK resident or if you have assets in the UK, your estate will be susceptible to Inheritance Tax (IHT) when you pass away. For those who have an estate worth more than £325,000, this can be a concern...
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