Knowledge Centre
We believe that informed investors make better decisions. When you understand how markets work and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.
Value: History Is On Its Side
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- Adam Crompton
- 20 Jul 2020
- *Blog
We talk often about the importance of good investor behavior when it comes to having a successful investment experience.
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David and Goliath
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- Adam Crompton
- 7 Jul 2020
- *Blog
Breathe easy, this will not be a wealth management group’s attempt at a full recounting of the biblical story of David’s victory over Goliath, although it is quite the tale.
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How to empower your inheritors (5/5) – Do it Together
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- 1 Jul 2020
- *Blog
How does it make you feel when you’re told what to do? Do you leap to action excited about an idea that isn’t your own or are you more likely to do the opposite? Studies would suggest the latter is more likely.
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How to empower your inheritors (4/5) – Communicate Values, not Dollar Figures.
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- 23 Jun 2020
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You’ve worked hard your entire life, making sacrifices in the pursuit of something you believed in. You know what it means to dedicate yourself to something and have found success. Do your adult children share the same values that drove you?
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Janet’s Self-Quarantine Life
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- 19 Jun 2020
- *Blog
I was in Mexico when we first received the news that we had to self-quarantine after travelling. Although I was aware of what was happening in the world, I was quite safely wrapped up in my sun, sand and surf bubble.
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How to empower your inheritors (3/5) – You’re Not Alone.
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- 17 Jun 2020
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We won’t sugar coat it – discussing money and death with family can be a difficult experience. No two ways about it. Where do you begin? Who should be involved? Who will steward the family when you’re gone? Know this – you’re not alone.
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