6 Milestones to Mark When You Conquer Financial Engineering

Financial engineering has become the secret weapon of success in today’s ever-shifting financial world. It’s the art of using advanced math and data analysis to craft groundbreaking financial tools, build…

BUILDING AND PROTECTING YOUR FINANCIAL FREEDOM

Planning is the key to financial success but you cannot plan without a goal in mind. One core item I address when I meet with a new client is to…

How Patience Can Lead to Investment Success

“He that can have patience can have what he will.” ― Benjamin Franklin   With stock markets exhibiting volatility this year, many investors have found it difficult to weather the ups…

Three reasons Making Tax Digital (MTD) will make your business more saleable

As of 1st April 2019, all businesses with a taxable turnover above the VAT Threshold will be required by law to use the Making Tax Digital service to keep their…

Online Payment Gateways Explained

You’ve figured out a way to make money out of doing something you love.  That’s great!  Now you just need to figure out the best way to process all those…

How Couples Can Create a Realistic Budget

My wife and I agree on most things, but when it comes to putting together a monthly budget, it can be a challenge. Our financial styles are different, one being…

Get Your Mark-Up Right and Secure Your Profit Margin.

What’s the difference between a mark-up and a profit margin? How important is it to get it right? A mark-up is the amount that you determine to put on top…

Nigel Green, deVere Group’s founder and chief executive: Why cryptocurrencies remain the future of money

Cryptocurrencies, such as Bitcoin, XRP, Ethereum and Litecoin– everyone’s talking about them, including at the World Economic Forum this week in Davos. After its all-time highs of $20,000 in December,…

Time Is on Your Side

In the last year, clients have been concerned about how the pandemic would affect their portfolio and wondered whether to stay in the market or bail. As I discussed this…

Robo-Advisor vs Human Advisor

In recent years, robo-advisors have grown in popularity as a low-cost investment tool. Based on your answers to an online questionnaire looking at your risk tolerance, time horizon etc., robo-advisors…

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