Our Blog

July 1, 2020
Investing in any form can be risky, especially during volatile economic times such as now. We all want to see our portfolios grow, but how can […]
May 19, 2020
For many people, the concept of “investment portfolio” is something only available to certain types of people. And often they don’t include themselves in that group. […]
April 15, 2020
Many people look forward to retiring, but not many consider the option of retiring overseas. However, with proper consideration and planning, the potential locations to spend […]
March 2, 2020
When evaluating a company as a potential investment, there are so many factors to look at. One of them is the P/E ratio. This calculates the […]
January 28, 2020
When creating an estate plan, many decide to establish an entity to oversee their assets after they are gone, controlling the distribution of wealth and possibly […]
December 23, 2019
There are many tools and options when it comes to investment planning, especially for retirement. More often than not, you want an instrument that will guarantee […]
November 20, 2019
While some investors only look for opportunities to make a profit, there are those who also seek companies that align with their ethics. They tend to […]
September 17, 2019
Taxes, for most of us, are an inevitability. But how much tax you pay may differ depending on where your earning or profits come from. In […]
September 13, 2019
You go to the same destination every year for holiday, or you want to spend more time in some beauty spot — so you think, why […]
April 17, 2019
Bonds are touted by many as a low, almost no, risk investment. You put money in, and money comes out. Easy. But is it? As with […]
November 8, 2018
Initial public offerings (IPOs) can be fantastic for a growing company. It creates a new flow of capital without having to take out loans, offering stock […]
October 31, 2018
There has been a lot of press lately about plunges in cryptocurrency. Even Bitcoin, the trailblazer for the cryptocurrency craze, has seen an extraordinary plummet, so […]
August 20, 2018
Last year, we discussed some fundamentals when it comes to evaluating a company to determine whether it is a worthy investment. There are still so many […]
July 27, 2018
Some finance terms, like bull and bear to describe market trends, are meant to simplify concepts for the lay person trying to get to grips with […]
April 20, 2018
We’ve discussed the importance of not just saving money, but of how you need to assess your risk appetite as well as create specific financial goals. […]
March 21, 2018
Now that you’ve started to save, you need to consider what to do with your money. Keeping your cash in a savings account may seem safe, […]
March 21, 2018
It shouldn’t come as a surprise, but you should always be trying to save money. Of course, you don’t want to stay home every night, never […]
February 5, 2018
Recently, great news attention was given to the Dow Jones Industrial Average (DJIA) hitting 26,000 only to take a record drop a few weeks later. “Many […]
May 10, 2017
No one believes that they could ever be deceived into investing in a Ponzi scheme, but, as history has shown, even some of the most experienced […]
May 10, 2017
A common theme in this blog is the need to diversify your investment portfolio so that you can manage your exposure to risks. Technically, there is […]
April 11, 2017
You are constantly being told to diversify your portfolio to mitigate risk. Common instruments include stocks, bonds, and mutual funds, all of which have varying levels […]
March 4, 2017
In the current financial environment, some may think it is a bit of a waste to keep their liquid assets or available cash in low yield […]
February 27, 2017
Just because you don’t know the difference between Monet and Manet or between modern and postmodern doesn’t mean you should shirk the idea of investing in […]
February 27, 2017
Last month, this article (http://www.richardcayne.com/richard-cayne-meyer/active-or-passive-does-it-really-need-to-be-eitheror/ ) discussed the general differences between active and passive investing. Now, it may seem to many that active investment management offers […]
January 30, 2017
You want to make sure that your investment choices are sound, but how can you make sure that your decisions will result in a gain? Between […]
January 30, 2017
You want to provide for your children, protect them, and give them all the luxuries you can afford. But eventually, they will need to understand that […]
November 26, 2015
Not every financial planner is a good financial planner. There are plenty of planners who got into the fields of wealth management or financial planning accidentally […]
November 26, 2015
You probably know some of the benefits of offshore accounts and investments. Investing in products in offshore jurisdictions provides a host of benefits from legal tax […]
November 9, 2015
Cultures differ throughout the world and some speak more openly than others. One topic that families can be very tight-lipped about is money. This can be […]
November 9, 2015
There are lots of mistakes that people might make when starting a business relationship with a financial planning consultant. Maybe you aren’t organized, you give goals […]
October 21, 2015
What comes to your mind when someone mentions offshore investing? Something sordid? Swiss numbered bank accounts and bad guys from James Bond films? Maybe you think […]
October 21, 2015
“International investing?! Oh no, I would never!” “That’s just wrong.” “It’s not safe.” “I’m too careful for that.” These are just a few of the reactions […]
October 21, 2015
Are you living in Thailand? Have you been here for a while? Maybe you’ve made some great friends in the city, enjoyed trips to the islands […]