“Clients must expect that they are the client and the
A number of years ago our team of financial adviser and their partners celebrated Lunar New Year together with a huge Chinese banquet. Of course, no Chinese banquet would be complete without the Wisdom of the Fortune Cookie. Have a read of the one Frances received…
In Leo Tolstoy’s great novel ‘War and Peace,’ a Russian general charged with defeating Napoleon and expelling the French from Russian soil argued against rushing into battle, saying the strongest of all warriors were “time and patience.”
Investors at year-end are inclined to reflect on the 12 months gone and muse on what the coming year might bring. Aware of this appetite for speculation, the media tends to feed it with forecasts. These articles can be fun to read, but are even more so a year later.
Among wealth advisers there is a saying, the first generation makes it, the second spends it and the third blows it.