EBI: Practice Smart Diversification
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... Read More →
The 10 Step Financial Spring Cleaning Review
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... Read More →
EBI Series: Consider The Drivers of Returns
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... Read More →
Top Ten Ways To Reduce UK Inheritance Tax
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... Read More →
Understanding Investment Risk I Hong Kong Financial Planning
Understanding Investment Risk It is no surprise that investment risk comes with its advantages and downfalls. Oftentimes, higher investment risk will come with higher returns but there is an increased chance you will lose your investment too. Risk can also... Read More →
EBI Series: Let Markets Work For You
In a time of ongoing uncertainty, it can pay to not get consumed by information that’s not backed up by data and facts. When it comes to financial planning, those who ignore the market noise and invest with a long-term... Read More →
EOY Planning: Review Your Financial Needs and Goals
Taking the time to think about what you really want from your investments. As 2021 comes to a close, it’s natural to think about where you’ve been and where you’d like to go. During this time, you might also be... Read More →
EBI Series: Resist Chasing Past Performance
One of the most common mistakes that some investors make is selecting mutual funds based on their past returns. The issue with taking this approach is the fact that past performance is not a good indicator of what could happen... Read More →