“It takes 20 years to build a reputation and five minutes to ruin it.” – Warren Buffett, Investor ECONOMY: THE SPECTRE BACK IN THE CLOSET? What a week! I must be honest; at one point I was skeptical about even writing our usual quarterly update. If Goldman Sachs changes its economic view within an hour, … Read more
Every investor understands the classic trade-off: higher rewards come with higher risks. But what if that isn’t entirely true? What if there was a way to earn additional income from your portfolio without changing your investment strategy and taking on more risk? The world’s largest asset managers — BlackRock, Vanguard, State Street — already figured … Read more
Networking in the financial sector is about more than just making new contacts. It is about building stable and long-term client relationships based on trust and real added value. However, many financial advisors find it difficult to fully exploit this potential. The difference between a successful network and simply collecting contacts lies in the strategy … Read more
If we constantly borrowed and spent more than we earn while debts piled up; our house of cards will eventually collapse. Over a decade ago, P.J. O’Rourke warned: “Alarm bells should be ringing very loudly as the United States contemplates a deficit for 2010 of more than $1.5 trillion – about 11% of GDP…. …. … Read more
In late 2022, Alpian became Switzerland’s first digital private bank. But what exactly sets it apart from the traditional private banks and generic wealth management services? More importantly, what makes investing with Alpian the right choice for you? Undoubtedly, investing is a powerful tool to create wealth. However, not knowing how or why your money … Read more
New York investors have experienced their share of market fluctuation. From Wall Street highs and lows to inflation fears, maintaining financial security in a volatile economy requires a proactive strategy. The value of the U.S. dollar can fluctuate rapidly, impacting long-term investment planning. Diversification is thus one of the best ways to maintain and grow … Read more
The global economic landscape is shifting rapidly. While the United States faces an economic slowdown, Europe’s fiscal expansion presents a compelling case for equity investors. Defensive and low-volatility investment strategies remain preferable, while growth stocks in sectors such as healthcare, defense, and consumer staples offer resilience in uncertain times. In foreign exchange and commodities, the … Read more
Actively managed certificates (AMCs) are becoming increasingly popular with Swiss investors. They offer the advantage of active asset management in a flexible investment product. However, as with all financial products, there are costs that can affect the return. At the same time, the tax treatment of AMCs entails special features that are relevant to your … Read more
In a recent interview with Chuck Butler, we concluded, short of dumping the FED and a ballot box revolution, inflation is here to stay. Individual investors can control where/how we invest to protect our life savings. Chuck summed up his feeling about a market fraught with risk: “I recently had some bonds mature. These maturities … Read more
‘I really should have started that sooner…’, these words have probably chimed in your head. Having the ability to take your time with things can feel like a luxury sometimes, but it should not, because time management is actually a huge part of self-care, and when it comes to money management it is just good … Read more