Insights

Commonsense Tactics for Maximising Productivity

Leverage your team members’ strengths and use top talent strategically. As a business owner, figuring out how and where to put the resources you have to good use is an everyday challenge – and in a fast-moving business, it’s easy …...

Weekly Headings – 31/08/2021

Key Takeaways Debates on stimulus & the debt ceiling still to come Updated dot plot may shift rate hike expectations Fda approval will lead to boosters & new mandates As Labor Day, the unofficial end to summer, draws near, investors …...

The end of summer, but not the year.

“Summer’s lease hath all too short a date.”— William Shakespeare Hopefully you enjoyed a good summer break. August was another positive month for many financial markets, with one pan-European (including the U.K.) index achieving a seventh consecutive...

Creating Your Philanthropic Legacy

Within many of us is a desire to serve a cause bigger than ourselves and make a difference – in our communities and beyond. To turn that philanthropy into a legacy, it pays to reflect on how you can best … Creating Your Philanthropic Legacy...

Weekly Headings – 24/08/2021

Key Takeaways All sectors & industries investing in technology Share repurchases reach a new post-COVID peak Dividend growth critical given low interest rates Expanding upon the insights we received from listening to 2Q earnings conference calls...

Are You Ready to Revive Your Social Life?

For those ready to reconnect in real life, here are some tips for overcoming post-quarantine awkwardness.                                                       … Are You Ready to Revive Your Social Life? Read More »...

Weekly Headings- 16/08/2021

Key Takeaways Companies have found new ways to operate post-Covid Inflation surge as a learning opportunity for firms Record net margins despite rising wages Earlier this week we celebrated National Book Lovers Day, the perfect day to cozy up with...

Live Your Legacy – Family

Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. But what about the here … Live Your Legacy –...

You Are What You Think

An optimistic outlook can enhance your health, your work and your daily life.                                                          … You Are What You Think Read More »...

Monthly Market Commentary August 2021

“Plagues and wars take people equally by surprise” – Albert Camus                                                            … Monthly Market Commentary August 2021 Read More »...

Wind and Solar Surf a Wave of Change

Cost-saving innovations and new interest in ESG principles brighten companies’ outlook                                                                 … Wind and Solar Surf a Wave of Change Read More »...

4 Priceless Money Lessons for Kids

Financial literacy is a gift that lasts a lifetime                                                                … 4 Priceless Money Lessons for Kids Read More »...

Rest and reconnect

As challenging as these times have been, perhaps they’ve also generated some needed space for reflection and mindfulness, as well as inspired different methods for connecting with ourselves and others.                      … Rest and...

The green life

How to navigate the world of sustainability – and have some fund along the way.                                                    … The green life Read More »...

10 Things Your Kids Don’t Want When You Downsize

Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.                                                      … 10 Things Your Kids Don’t Want When You Downsize Read More »...
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