Should I Hold On to This Underperforming Investment?
This is a question we frequently hear from our clients. When investments aren’t performing as expected, it’s natural to wonder whether it’s time to cut your losses and reinvest [...]
Like Chefs, Financial Advisers Should Be Given Their Due
I have been advising clients since 1998. Having gone through multiple financial crises, the greatest being the Global Financial Crisis in 2008, I know through experiences and with evidence, that [...]
Using Life Insurance as a Savings Instrument?
When I started out my career as a financial adviser with an insurance company many years ago, I was taught that insurance products are a good instrument for accumulating one’s wealth. Not only do [...]
