For the affluent and savvy investors in Washington State, asset protection and growth require a high-level strategy that extends beyond the nation’s boundaries. The dollar’s volatile purchasing power reminds us that international diversification should be examined. Swiss wealth management has a longstanding reputation for stability and expertise in seeking to preserve capital. LFA understands the … Read more
10 min read · Jun 17, 2025 Bonds are among the most essential — yet often misunderstood — components of the financial markets. Understanding the fundamentals of bonds, how they are priced, how their yields behave, and what they reveal about broader economic and financial conditions is crucial to grasping the bigger picture of the … Read more
Systematic investing using quantitative factors has become established in modern portfolio theory. One of the best documented and most widely used factors is the momentum factor. It describes the tendency of investment instruments such as shares to continue price trends: Shares with strong relative performance over a defined period of time are more likely to … Read more
As 2023 progresses, the financial world evolves with interesting macroeconomic trends. This November, we noticed a blend of cautious optimism in the economy. Despite a few bumps in the road, it’s showing a commendable level of resilience. Our latest market update offers a snapshot of the economic landscape, helping you identify the key trends that … Read more
Recently our friends at WHVP published an eye-opening article, The Swiss View: “It doesn’t really matter that much” discussing Fitch downgrading the US credit rating: “Fitch announced that they downgraded the credit rating from the U.S. from AAA to AA+. ….(citing) the suspended debt ceiling and the high debt-to-GDP ratio. …. While the announcement itself … Read more
What you should know about ETFs It is always great to start on a lighter note, that note being that the advantages of investing in ETFs are their affordability, transparency and that they are liquid. There are now many providers who include ETFs (Exchange Trade Funds) in their portfolio and demand is constantly growing. If … Read more
For savvy Colorado investors, creating enduring wealth requires more than staying local. Being aware of international financial trends and investing strategically across the globe could be an excellent method of building greater financial resilience and opening the door to new possibilities. With its centuries-long history of wealth management and stable financial system, Switzerland offers significant … Read more
11 min read · Jun 20, 2025 The bond market rarely makes headlines — but it should. It sets the tone for everything from interest rates and currency values to stock prices and investor confidence. Traders may shout about equities, and analysts may obsess over central banks, but beneath it all, it’s the bond market … Read more
Most financial advisors make a crucial mistake: they try to win over every customer. But if you try to appeal to everyone, you end up reaching no one properly. Clever specialization in certain target groups, on the other hand, brings measurably more success – and makes the work more efficient. The most important things at … Read more
Published on 20 December 2024 Cleantech is at a pivotal point. On the one hand, we’ve seen the political agendas seemingly turning their back on cleantech companies. The future US government explicitly favours geopolitical and economic topics and at times even overtly backs dirty technologies. Fuelled by a world wrapped up in global conflict, cleantech … Read more