Journal · page 17
Notes on money, borders & long-term thinking.
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13 Mar 2023
Breaking Boundaries: Investing in the Global Investment Arena
At Northern Cross Wealth Management, we’ve found that global investing is an essential aspect of comprehensive financial planning that is often not given enough consideration, and expanding one’s investment focus...
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6 Mar 2023
The Great British Pension Puzzle: Unlocking the Secrets to a Successful Retirement
A well-planned financial future is essential for achieving your long-term goals and maintaining your peace of mind. At Northern Cross Wealth Management, we pride ourselves on providing qualified independent financial...
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20 Feb 2023
Where there’s an asset… there should be a Will
In the last few years, I have helped some clients with their Wills, estate planning and managing estates after their passing. It’s a hard time for the family, and it’s always more challenging when there isn’t an...
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14 Feb 2023
The power of a POA (Power of Attorney)
A Power of Attorney is a legal document that grants someone else the authority to make decisions on your behalf. It can be a valuable tool for protecting your interests, as well as for ensuring that your wishes are...
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7 Feb 2023
Do you know what CFP® stands for?
A CFP® (Certified Financial Planner) is a professional designation awarded to financial advisers who have completed a rigorous education and training program, passed a comprehensive certification process, and...
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24 Jan 2023
What happened to international markets in 2022?
After a difficult 2022 for investors, 2023 has begun by offering a welcome change with stocks rising and inflation rates declining. But why exactly was 2022 such a challenging year for international markets?