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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

Investing During Grim Economic Times Thumbnail

Investing During Grim Economic Times

With a recession looming over the U.S. economy and high market volatility, investors can be left scratching their heads on how to proceed with their investment activities. Moreover, once the recession does hit the U.S., more fear could seize the markets. Therefore, it is crucial to understand what can be done when planning to invest during a recession. The blog post will cover how U.S. Investors can act in times of economic turmoil and find the right partners to help them find the right opportunities and manage their emotions.

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Will The Metaverse Change The World Of Finance?  Thumbnail

Will The Metaverse Change The World Of Finance?

In this blog, we will describe the impact the metaverse may have on the financial world and asset managers. The metaverse is an exciting topic due to recent trends and developments in technology, pandemic restrictions, and the evolution of cryptocurrencies. In addition, working remotely and connecting with loved ones became difficult for many, but the metaverse proposed an interesting solution for these issues, even proposing an independent economy.

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Webinar: Building an Inflation-Resistant Portfolio Thumbnail

Webinar: Building an Inflation-Resistant Portfolio

In this webinar, you will learn how to utilize the Swiss economy, financial services, and registered investment advisors to bring stability to your existing or new investment portfolio. The presentation will cover the reasons for today's inflationary environment, how and why the Swiss economy differs from the United States, and how Americans can access the Swiss markets. In addition, it will be a chance to learn more about Switzerland's economic facts and figures and the relevant details that pertain to holding an offshore account in its jurisdiction.

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Highlights of the Swiss attending the Jackson Hole Symposium Thumbnail

Highlights of the Swiss attending the Jackson Hole Symposium

The Jackson Hole Symposium has drawn a lot of attention because of Jerome Powell's speech in which he re-stated that the Fed will continue to lift interest rates in their fight against inflation. However, some of you may not have seen the inputs of the event given by the Chairman of the Governing Board of the Swiss National Bank (SNB), Thomas J. Jordan. Therefore, it is the intention of this blog to provide you with the highlights of the contribution he made to the event.

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Cryptocurrency & Bitcoin Basics Thumbnail

Cryptocurrency & Bitcoin Basics

This article explains basic information about cryptocurrencies, including what they are and how to use them. It is a look at the basics and can act as a diving-in point to learn more. The world is changing fast, and understanding the things that are emerging is key to being able to adapt to the changing world.

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Swiss National Day  Thumbnail

Swiss National Day

Swiss National Day is upon us! So what is the history of Swiss independence and direct democracy? The Swiss gather together on the 1st of August to have grill parties, watch fireworks, and sit around bonfires. But the Swiss are also reflecting and celebrating a unique history that has led the country from poverty to where it is today as a wealthy and prosperous nation.

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Podcast: The Federal Reserve Vs. The Swiss National Bank Thumbnail

Podcast: The Federal Reserve Vs. The Swiss National Bank

In this episode of the WHVP podcast, the WHVP team sits down to discuss On this episode of the podcast, the WHVP team sits down to discuss the Federal Reserve and the Swiss National Bank. The podcast will cover a brief history of the Federal Reserve and the Swiss National Bank, the roles they play today, and a discussion on the most recent Consumer Price Index data. We hope you enjoy it.

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Bear Markets and the Threat of Recession: What You Need to Know Thumbnail

Bear Markets and the Threat of Recession: What You Need to Know

Brush up on your investment terms and what this means for our economy, your investments and the possibility of a recession. A bear market refers to a period of time in which stock prices decline and the overall market outlook is pessimistic. Beyond the daily fluctuations of the market, a bear market is typically marked by a 20 percent or more fall in the market index over at least a two-month period. Bear markets throughout history have varied greatly in severity and length of time. For example, two of the longest bear markets experienced in America include the Stock Market Crash of 1929, which lasted 34 months, and the more recent 2007 financial crisis, in which the bear market lasted over 27 months.

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Asset Allocation Thumbnail

Asset Allocation

This article will help your clients and prospects understand the basics of asset allocation, and how their portfolio balances risk and potential returns. Each asset class has its own set of risks and rewards, depending on your time horizon, risk tolerance, and financial goals. The asset allocation strategy you select will allow you and your financial advisor to create a framework that will be able to manage the level of risk your portfolio will hold based on the asset class. You and your financial advisor may make adjustments to your portfolio over the years as your needs change, however, having a selected strategy will help to keep the portfolio balanced and not stray from a healthy level of risk.

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Understanding Real Diversification Thumbnail

Understanding Real Diversification

I fear many brokers tell their clients they are safely diversified, yet they are not. I’ve seen my fill of fancy computer reports proclaiming diversification, that is nothing more than owning several mutual funds (generally fee-based, managed by the brokerage firm) all denominated in US dollars. It is very rare to see any gold or assets that will protect against real inflation. Real inflation was 15% last year. If your broker proudly proclaims an 8% return, you lost buying power. Don’t get hoodwinked! Immediately after Chuck’s interview, I received the WHVP newsletter, “The Swiss View: How to handle inflation?” I contacted Managing Partner Urs Vrijhof-Droese for an interview. He provides a great global view on diversification and inflation.

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The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference Thumbnail

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole, the economy, the country’s employment status and so on. While some aspects may be interrelated on some level, they are not all one and the same, nor do they all indicate the status of one another.

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What Is the Difference between SRI and ESG Investing? Thumbnail

What Is the Difference between SRI and ESG Investing?

Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. These types of investing have been gaining traction, and they can be helpful lenses to look at companies' business models to evaluate long-term sustainability. Learn more about these strategies and how they differ.

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Estate Taxes May Be Amended Soon Thumbnail

Estate Taxes May Be Amended Soon

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

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Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

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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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