General

Global nomads and nomad wanna-bes, listen up. If there is one piece of advice I would give to both those living overseas and those embarking on the fun-filled journey of an overseas posting, here it is – Get Yourself a Post Nuptial Agreement. This is especially true if you are a trailing spouse giving up […]

To paraphrase Hobbes, life in the jungle is nasty, brutish and short. It is driven by short termism – ‘eat that zebra now because you may not be alive tomorrow to enjoy it’. Thankfully the human condition has evolved since our days in the jungle. We developed complex socio-economic structures through rational thought and strategic

Credit: Smilin’ EyenTreasure, Fine Art America What Happens When Interest Rates Rise? Is the single most debated and asked question of 2015 within the financial community and among individual investors. How does one comment on the most obvious “event” in financial market history; it’s the flaming psychedelic swan that you can see coming from a million

It’s a good day indeed when the media asks smart questions and an even better day when you are quoted accurately, so I am circulating this article from an interview with Forbes contributor Robert Laura. The article gets into the nuts and bolts of investing from the perspectives of different nationalities. Below I take two examples, an

Yes, you read that correctly – double your net worth in retirement. While most people are trying to figure out how to make it to 80 without going bankrupt, I share advice from a couple who retired at age 62 with US$2MM in total net worth and today they have just over US$4MM 20 years later.

It is very likely that you and your spouse took some sort of financial improvement vow in the last 2-3 months. If you pivoted toward healthier communication, sustainable spending and strategic investment habits – good for you. But if the home team is still struggling, recognize that your mindsets vis a vis Team Orientation, Time

..or so I was asked by a woman of her fiancé during a radio interview last week in Hong Kong. And here’s the answer: If you are already thinking about hiding money from your fiancé, then you are either marrying the wrong guy or you are living in the 20th century. The blowback came hard

After reading two articles on Baby Boomer and Millennial money travails, my prescient 13 year old daughter asked, “Do money management skills skip a generation?” It would appear so. US Boomers are woefully unprepared for retirement and still awash in debt compared to the “Great Generation” that preceded them. And while I appreciate the mountain of college debt burying some Millennials, I

Most clients who seek estate planning advice share similar hopes for a worry free retirement. Their top three financial “wishes” include: having more than “enough” of a nest egg to manage inflation, tax efficiency and wealth preservation for a legacy or heirs. Wishing at the financial fountain and having a strategic plan that suits today’s investment

Investors’ levels of knowledge reside along an enormous continuum based on all sorts of variables including practice and exposure to different economic circumstances. But after 10 years, I have learned that from the questions I am asked within the first 15 minutes of a meeting, I can pretty much gauge how successful an investor will