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The Solomon Paradox

Imagine possessing wisdom so profound that it becomes legendary, guiding nations and solving the most intricate disputes, yet finding oneself ensnared in personal quandaries with no clear path forward. This is the story of Biblical King Solomon, a figure whose life embodied what we know today as the Solomon Paradox—the intriguing disparity between offering wisdom to others and applying it to one’s own life. The very wisdom that made Solomon a figure of legend seemed to […]

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Two lessons for investors

In the journey of personal finance, where the currents of market trends and economic forecasts constantly shift beneath our feet, two principles stand as beacons to guide us through. These aren’t just strategies but rather philosophies that are time-tested and time-honoured. Principle #1: Steering Beyond Economic Forecasts Trying to forecast what’s going to happen in our economy can be similar (although less accurate) to weather predictions for sailors; it’s useful, but often fraught with uncertainty. They […]

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Safeguarding your family wealth with a trust

In the intricate realm of financial planning, trusts emerge as a beacon of strategic estate management, offering a tailored approach to safeguarding family wealth and assets. Far from being a mere financial instrument, trusts embody the art of foreseeing and shaping one’s financial legacy, transcending mere wealth accumulation to ensure the preservation and seamless transfer of assets across generations. This adaptability and foresight make trusts a cornerstone of sophisticated estate planning globally, albeit with nuances tailored […]

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Balancing our need for control

At the heart of financial planning lies a universal truth: we plan to gain control over the unforeseen and to navigate life’s uncertainties with confidence. As Lyall Watson, the renowned biologist and writer, insightfully observed, “We survive by controlling our environment. And control is made possible by information.” This principle, deeply rooted in our survival instinct, finds profound relevance in the realm of personal finance and wealth management. It’s about harnessing the power of information to […]

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Get stuck, get strong!

In every life, there will inevitably come times when we find ourselves at a standstill, facing challenges that seem insurmountable. It’s during these moments, when we’re stuck and the path forward is unclear, that our true strength is forged. The adage “Sometimes we need to get stuck, in order to get strong” speaks volumes about the transformative power of adversity. The poet Rumi once said, “The wound is the place where the Light enters you.” This […]

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Don’t count the days; make them count!

In the hustle and bustle of daily life, it’s easy to fall into the routine of counting days, waiting for the weekend, holidays or the next big event. But there’s a much more fulfilling approach to life, one that doesn’t just passively count the days but actively makes each day count. This perspective is not just about productivity or achievement; it’s about infusing each day with purpose and meaning. Viktor E. Frankl, a Holocaust survivor and […]

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It’s the steady hand on the tiller

In the insightful words of Nick Murray, “All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.” This statement is a powerful reminder of a fundamental truth in financial management: the undeniable value of proactive planning over the pitfalls of reactive responses. Financial success doesn’t just happen by chance; it’s the fruit of deliberate, thoughtful planning. It often helps to think of your financial plan as […]

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The integral role of tax planning in financial strategy

When it comes to shaping a robust financial plan, understanding and preparing for the complexities of tax planning is crucial. Tax considerations play a pivotal role in financial decision-making, influencing everything from investment choices to retirement planning. While tax laws and regulations vary across countries, the core principles of tax planning hold universal relevance and can significantly impact your financial health. Why Tax Planning Matters Tax planning is more than just a year-end activity or a […]

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Riding the waves of financial uncertainty

In the vast ocean of financial management, money anxiety often feels like an unending series of waves. Sometimes, these waves are gentle, nudging us towards better financial habits. Other times, they are overwhelming, born from the tempests of unexpected life events and shifting economic landscapes. It’s easy to become fixated on wealth creation, focusing solely on returns, innovative ideas, and bigger salaries. Yet, as a renowned financial advisor wisely observed, “It’s not the high waves but […]

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It’s important to check in

In the realm of financial planning, we often focus on numbers, strategies, and future projections. Yet, a recent conversation shared on twitter underscores a different, but equally vital aspect of our work: the importance of simply being there and listening. A financial planner recounted an experience with a retired client. It had been months since their last conversation, and a brief note about a transaction led the client to call, seeking clarity. This call unveiled a […]

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