Journal · page 17
Notes on money, borders & long-term thinking.
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3 Jan 2023
Is it planning or advising?
In our complex world of financial products, markets, consulting, advising, planning and processing fiduciary requests, we often get asked what the difference is between financial planning and financial advice.
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19 Dec 2022
Two-factor authentication (2FA) and how it can help
The demand for 2FA has grown as businesses, governments, and the public recognise that passwords are often not secure enough to protect user accounts in the current online landscape. We read that the average cost of...
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12 Dec 2022
Keep Calm and Invest On
When it comes to investments, it’s essential to stay focused on the bigger picture – especially when political tomfoolery has us itching to move investments out of the market and into cash.
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5 Dec 2022
No-brainer explainer on non-doms for UK citizens
It may not be your cuppa tea, but if you want to know a little more (high-level) on domicile rules and find answers to some of the most common questions about them, we found a brilliant piece on tax.org.uk. Here are...
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5 Sept 2022
Ready and Willing
Here’s the thing about financial planning: we don’t plan out of fear; we plan so that we can extend our peace of mind. This is why wills form such a key role in our planning. However, engaging in this process can be...
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29 Aug 2022
Messy, not perfect
It’s hard not to become fixated on getting things perfect. It may not be in all areas of our lives, but for almost all of us, we have skills, relationships and responsibilities where we want to show up as perfect. As...