Journal · page 5
Notes on money, borders & long-term thinking.
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21 Jul 2025
What rattles the markets
When new tariffs are announced, global tensions rise… we often see certain markets tumble. And, investors panic. It doesn’t matter where you live, or what you do – or even how much you’ve invested. If you’re an...
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8 Jul 2025
Is your plan duct-taped together?
I’ve had many conversations with clients and friends. A typical conversation, when it comes to their money, could look like, “I’m earning in dollars, my pension’s in pounds, my kids will probably go to university in...
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24 Jun 2025
Do you have enough?
“Enough” isn’t a number; it’s a mindset. In financial planning, there’s one word that keeps showing up. Not “retirement” or “yield” or “diversification.” No, the one that comes up most often, quietly, curiously, is...
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2 Jun 2025
More like storytelling (less like spreadsheets)
It started, as many good things do, by accident. One Tuesday morning, I posted a photo of our hens. Not for anything financial. Just a simple update from our little corner of France, a few clucking ladies scratching...
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19 May 2025
Freedom, finances, and the future we choose
When most people reach out for help with their finances, it’s rarely just about money. Yes, there’s usually a pension to sort out, an investment strategy to review, or a cross-border tax issue that’s keeping them up...
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12 May 2025
Your portfolio doesn’t need daily attention (but your life does)
The markets were all over the place a short while ago, and so were some people’s emotions. I saw the headlines. I saw the graphs. I saw the posts from clients wondering if they should move to cash or double down. But...