In human history, we’ve seen many periods of drastic change. Some of these changes were positive, others were vastly negative and tragic. But in every case, people inevitably said that they had not realized the magnitude of these profound changes. They realized that...
Blog Posts
Last Will and Testament vs. Estate Planning
Do you remember the last time you went to a movie? I guess you haven't forgotten how you prepared for it: You considered who you wanted to share this experience with. You thought about what genre of movie you wanted to watch. You checked whether this genre suited your...
Traditional vs. digital estate planning
Traditional estate planning Traditional estate planning enables people to protect their personal assets. These assets range from various types of financial items such as bank accounts, company shares, and stock portfolios to tangible assets such as art, antiques, and...
Last will and testament: what are the benefits and when do you need it?
What Is a Last Will and Testament? A last will and testament (commonly referred to as simply a “will”) is a legally binding document which specifies a person’s wishes regarding the inheritance of his or her various assets. In other words, your last will and testament...
What are the benefits of having an estate plan?
We’re usually so caught up in our everyday lives that we often forget what’s important. We’re chasing so hard after that job promotion, new car, bigger house, etc. that we forget it could all end in a moment. And if we haven’t taken the time to prepare for that...
The top risks related to your financial security
Everyone wants financial security and peace of mind so they can enjoy their life. But every now and then we are bothered by financial worries – what will happen if I lose my job? Will my family be able to maintain their quality of life if something happens to...
History of the asset management industry
What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you who are interested in a more detailed definition of asset management, we’ve...
How to develop financial maturity
Many of our skills and qualities do not come at birth but must be nurtured and developed. At school, we are often taught math, literature, good presentation skills, and so on. When we finish our education and step into our careers, the environment and the colleagues...
Catch 22: protect the insurance protection
Life insurance for peace of mind People who decide to take out life insurance are usually driven by the desire to protect their loved ones and secure them financially in case of a fatal event happening to the policy holder. This is very convenient, especially in...
Asset management companies
What is an asset management firm? An asset management company/firm, also known as an investment management company/firm, is a company that invests a pool of investors’ funds into investment vehicles, most commonly company stocks, bonds, and other types of securities. ...