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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

The Swiss View: Strategy is Key Thumbnail

The Swiss View: Strategy is Key

After observing one high after another at the stock markets, the indices broadly turned red in September. How severe this correction will become is still unsure. Amongst others, the insecurity comes from mainland China, where the property behemoth Evergrande became incapable of making interest payments on their outstanding bonds. However, the tremendous amount of debt carried by Evergrande was nothing new. While the risk of the collapse of Evergrande is not comparable with the Lehman crisis back in 2008, according to different experts in this field, there are threats that, due to the current development, other countries will be affected by as well. Australia in particular is at risk of losing part of their commodity delivery, especially iron-ore, because of unrealized property projects.

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Meet our Newest Team Member: Jess Roberson Thumbnail

Meet our Newest Team Member: Jess Roberson

I discovered my love for investment finance while in my first two years of university. I saw the beauty in the markets and saw that it was a source that could be tapped for helping others achieve their financial goals and provide for themselves as well as their future generation. The love for finance is spurred by my upbringing in the rocky mountain air, where I was taught to expand my existence in efforts to improve the lives of others.

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How to Talk to Your Kids About Money Thumbnail

How to Talk to Your Kids About Money

Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.

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What Is an NFT? Thumbnail

What Is an NFT?

NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.

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 Swiss Investment Diversification with Jamie Vrijhof-Droese  Thumbnail

Swiss Investment Diversification with Jamie Vrijhof-Droese

Jamie and Richard talk about currency alternatives to the US dollar, busting myths around Offshore Investing, and Switzerland as an Offshore Financial Jurisdiction. They also talk about the Next Generation of Wealth and discuss some differences in how Men and Women value Financial Advisors.

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The Swiss View: Delta… and the story goes on Thumbnail

The Swiss View: Delta… and the story goes on

Despite the worries about the Delta variant, it seems that, broadly, markets move independently. However, following the reporting period, many companies were able to present results that are even in line with the expectation at the beginning of 2020 before COVID-19. Accordingly, over 50% of all companies listed on the S&P 500 and the STOXX Europe 600 received a buy recommendation. However, not all industries are that lucky, talking in particular about travel and leisure. There, you will find companies that have changed into sideways movement with some tendency of a downward motion. They still trade considerably below their highs reached right before the pandemic measurements hit the economy. Accordingly, quite some potential remains should the borders open again, and tourism becomes broadly possible.

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The Swiss View: Are Central Banks willing to risk Market Recovery? Thumbnail

The Swiss View: Are Central Banks willing to risk Market Recovery?

Switzerland currently shows its qualities in many aspects. The International Monetary Fund praised Switzerland for how it traversed the economic implications of the current financial crisis. 2021 also showed a wonderful display of the underdogs conquering giants, as Switzerland was able to defeat the current world cup champions of France in soccer in the European championship. It is a very big deal for the Swiss, as they will move on to the quarterfinals, an accomplishment not realized in nearly a century by the small Alpine nation. However, despite these pleasant pieces of news, the globe is still facing a variety of challenges...

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5 Steps to Determining Your Risk Tolerance Thumbnail

5 Steps to Determining Your Risk Tolerance

There is a degree of risk in any financial investment. How comfortable you are with this statement may give you a clue as to your risk tolerance. You can think of risk tolerance not only as how much you are willing to lose on your investments but rather how much uncertainty you can live with from day to day. Are you the type to sit and watching to stock ticker pass by all day? If so, does it fill you with dread or excitement? Or do you wish to have an asset manager do it with you? These are the kinds of questions you should be asking yourself. The answers will, in turn, help you pick out an investment portfolio that is right for you.

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Bosco Conference: Navigating an Offshore Bank Account Opening Thumbnail

Bosco Conference: Navigating an Offshore Bank Account Opening

Jamie Vrijhof-Droese, a Managing Partner at WHVP Ltd., spoke about opening and managing an offshore bank account. Among the advantages of opening offshore accounts, it is worth noting the withdrawal of part of the funds outside the country, taking advantage of investments in other regions. According to Jamie, if you take 20-30% of your assets offshore, it will reduce the level of volatility and increase the level of capital stability. Jamie also talked about why Switzerland is an excellent financial center. For example, a low level of public debt, when compared with the United States, as well as a stable economy. Regulation.

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