5/11/2023 Caitlyn Salloum is on a mission to give women confidence in financial conversations. Caitlyn Salloum was dishing out financial advice as a teen in high school. “I remember coming home from my economics class and telling my mom …
11/08/2023 Key Takeaways Tailwinds to consumer strength are fading Labour market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for millions of Americans …
08/08/2023 Familiarise yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution saying that your financial accounts are at risk of fraud. They instruct you …
14/04/2023 Key Takeaways Mild recession expected in second half of 2023 10-year Treasury yields are headed lower Equity markets perform well after the Fed’s final rate hike Start me up! This iconic Rolling Stones song keeps racing through our minds …
Making a case for an optimistic market and economic outlook Read More »
Thinking holistically, helping collectively “If you can see it, you can be it.” That’s why Jenny Johnson, president and CEO of Franklin Templeton, believes a purpose-driven approach coupled with visible role models are essential in ensuring the future of …
13/01/2023 How to mindfully incorporate your favourite things in your day-to-day. A recent study from Sainsbury’s found that Brits rated clean bed linen, their preferred tv shows and BBQs with loved ones as the top three things that bring …
29/11/2022 Ask the right questions to pursue specific goals. The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more …
Aligning specialised investments with values to create change Read More »
23/11/2022 “You are your greatest asset. No one can take you away from you unless you let them.” That’s what Lazetta Rainey Braxton, CFP®, MBA, believes and she has acted accordingly throughout her life. In high school, Lazetta Rainey Braxton directed …
04/10/2022 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways The UK “mini Budget” is a high-risk plan to reinvent the UK as a high growth/high wage economy. An uncosted and aggressive borrowing plan to generate sufficient growth …
Aspire Spring 2022 Wary of decisions made based on a single perspective, Helena Bakunowicz created a wealth management practice that strives to include varied points of view. In choosing to study politics, Helena Bakunowicz opted for a university degree in …
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