Why is money such a source of stress? It’s perfectly understandable to be anxious when you don’t have enough money to take care of your own needs or your family’s. But why do people who do have enough, and who’ve put it in the bank—a presumably safe place—also worry about money? Does the investor still trust his banker or his advisor? Who should he consult? What are his alternatives?
We have worked for many years with private clients both in Swiss and international banks. In this book we explain how to avoid the traps of the financial services industry and how to invest in peace of mind.
Buy the book here. (The book is currently sold out in Swedish. Feel free to contact us if you are interested in a copy.)
You often hear the term “independent” thrown around in financial settings – but what does it mean in practice and of what value is it to you? In this insight, we list three advantages of independent financial advice.
Businesses need strategic plans to work, so why wouldn’t the same principle apply to our finances? Find out how financial life plans can complement your investment strategy.
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