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Book your initial meeting with a Finance HQΒ Guide to get the most from your membership. Once booked, you will receive a confirmation email with the details of your meeting.

Book first meeting

 Become a Finance HQ Member

2 Book your introduction call

3 Receive your Financial Roadmap

4Follow-up meeting

Let's get started!

Book your initial meeting with a Finance HQΒ Guide to get the most from your membership. Once booked, you will receive a confirmation email with the details of your meeting.

Book first meeting

 Become a Finance HQ Member

2 Book your introduction call

3 Receive your Financial Roadmap

4Follow-up meeting

Let's get started!

Book your initial meeting with your dedicated Finance HQΒ Guide to get the most from your membership. Once booked, you will receive a confirmation email with the details of your meeting.

Book first meeting

 Become a Finance HQ Member

2 Book your introduction call

3 Receive your Financial Roadmap

4Follow-up meeting

Tools

Budget Calculator Compound Interest Calculator Regular Contributions - Investment Calculator EMI Calculator Inflation Calculator Loan Calculator 

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ο€…

Do You Need An Emergency Fund?

An emergency fund acts as a buffer against life’s uncertainties, reducing the stress and anxiety that come with unexpected expenses.
Financial Planning
ο€—
3:00
Read article 
ο€…

How To Diversify Your Portfolio

Diversifying your investment portfolio is key to managing risk and building long-term financial stability and resilience.
Investing
ο€—
3:00
Read article 
ο€…

How Does Risk Change With Age?

Investing is a crucial part of financial planning, but the approach you take can vary significantly based on age.
Financial Planning
ο€—
2:00
Read article 
ο€…

Tax Deductions You Might Be Missing Out On

Many taxpayers overlook deductions that could reduce their taxable income and improve their financial well-being.
Taxation
ο€—
2:00
Read article 

Ask the Experts Latest

All previously asked questions 
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Your Saved Content

Content you save across the platform will appear below.

ο€…

What is Monetary Policy?

Monetary policy is the process by which a central bank controls the supply of money and interest rates to influence economic conditions.
Economics
ο€…

What is Fiscal Policy?

Fiscal policy refers to the use of government spending and taxation to influence a country’s economy.‍
Economics
ο€…

What is a Currency Peg?

A currency peg is when a country fixes its currency's value to another currency, a basket of currencies, or commodity (gold) for stability.
Foreign Currency Exchange (FX)
ο€…

What is a Buy-to-Let Property?

A buy-to-let property is a residential or commercial property purchased with the intention of renting it out rather than living in it.
Property
ο€…

What is the Swiss Stock Exchange (SIX)?

The Swiss Stock Exchange (SIX) is the primary stock exchange in Switzerland, where companies list their shares for trading.
Swiss System
ο€…

What is a Tax Deduction?

A tax deduction is an expense that can be subtracted from taxable income, reducing the total amount of income subject to taxation.
Taxation
ο€…

What is a Tax Credit?

A tax credit is a reduction in the amount of tax you owe, directly lowering your tax bill.
Taxation
ο€…

What is the FIRE (Financial Independence, Retire Early) Movement?

The FIRE movement is a financial strategy focused on achieving financial independence as early as possible.
Financial Planning
ο€…

What is Financial Independence?

Financial independence is the ability to support yourself financially without relying on employment income or external financial assistance.
Financial Planning
ο€…

What is Financial Planning?

Financial planning is the process of managing your finances in a structured way to meet both short-term and long-term goals.
Financial Planning
ο€…

What is a State Retirement Age?

The state retirement age is the age at which individuals are eligible to begin receiving state-funded retirement benefits or pensions.
Retirement & Pensions
ο€…

What is Pension Consolidation?

Pension consolidation is the process of combining multiple pension pots into one single pension plan.
Retirement & Pensions
ο€…

What is a Conveyancer?

A conveyancer is a legal professional who specialises in handling the legal and administrative work involved in transferring property.
Property
ο€…

What is a Financial Plan?

A financial plan is a structured roadmap that helps people manage their money, achieve financial goals, and secure their future.
Financial Planning
ο€…

What is Double Taxation?

Double taxation occurs when the same income is taxed twice; once in one country and once in another.
Taxation
ο€…

What is Swiss Banking Secrecy?

Swiss banking secrecy refers to the legal duty of banks to protect client information.
Swiss System
ο€…

What is FINMA?

The Swiss Financial Market Supervisory Authority (FINMA) is the regulator responsible for overseeing Swiss-based financial institutions.
Swiss System
ο€…

What is Inflation Protection?

Inflation protection refers to strategies designed to preserve the purchasing power of your money in the face of rising prises.
Financial Planning
ο€…

What is a Standard Lot?

A standard lot is a unit of measurement in Forex trading that represents 100,000 units of the base currency in a currency pair.
Foreign Currency Exchange (FX)
ο€…

What is a Pip?

A pip, or "Percentage in Point," is the smallest unit of movement in a currency pair’s exchange rate.
Foreign Currency Exchange (FX)
ο€…

What is the 4% Rule?

The 4% Rule is a guideline that suggests you can withdraw 4% of your retirement savings each year and
Retirement & Pensions
ο€…

What is Marginal Tax Rate?

Your marginal tax rate is the rate at which your highest amount of income is taxed.
Taxation
ο€…

How are Exchange Rates Determined?

Exchange rates fluctuate based on a myriad of factors such as market and economic trends, political stability, and government interventions.
Foreign Currency Exchange (FX)
ο€…

What are Exchange Rates?

Exchange (FX) rates are the values at which one currency can be exchanged for another.
Foreign Currency Exchange (FX)
ο€…

What is a Real Estate Appraisal?

A real estate appraisal is an unbiased, professional assessment of a property's value, conducted by a qualified appraiser.
Property
ο€…

What is Property Appreciation?

Property appreciation refers to the increase in the value of real estate over time.
Property
ο€…

What is a Property Deed?

A property deed is a legal document that officially transfers ownership of real estate from one party to another and proves ownership.
Property
ο€…

What is the Time Value of Money (TVM)?

The Time Value of Money is a concept that states money today is worth more than the same amount in the future due to its growth potential.
Financial Planning
ο€…

How to Start Investing if You're Under 30

The decisions you make in your 20s can set the foundation for long-term wealth and financial security.
Investing
ο€…

What is the Swiss Pillar 3?

Your Pillar 3 is the voluntary, private pension savings plan that allows you to top up your retirement income.
Swiss System
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What is the Swiss Pillar 2?

The Swiss Pillar 2 is your compulsory occupational (or workplace) pension plan intended to maintain your standard of living in retirement.
Swiss System
ο€…

What is Macroeconomics?

Macroeconomics looks at the economy as a whole, focusing on broad aggregates and overall economic performance.
Economics
ο€…

What is Microeconomics?

Microeconomics is the branch of economics that studies individual behaviour and decision-making.
Economics
ο€…

What is Monetarism?

Monetarism is an economic theory that emphasises the role of governments in controlling the amount of money in circulation.
Economics
ο€…

What is the Swiss Pillar 1?

Your Pillar 1 is the first part of this system. In basic terms, your Pillar 1 is the State Pension.
Swiss System
ο€…

What is the Gini Coefficient?

The Gini Coefficient is a number that tells us how evenly income or wealth is distributed across a population.
Economics
ο€…

What is 'Utility' in Economics?

In economics, the term "utility" refers to the satisfaction or happiness that a consumer derives from consuming goods and services.
Economics
ο€…

What is Indirect Taxation?

Indirect taxes are collected by an intermediary, such as a business, and then passed onto the government.
Taxation
ο€…

What is Accrued Interest?

Accrued interest is that interest which is not yet paid, though is accumulating periodically on a deposit, loan or other security.
Economics
ο€…

What are Exchange-Traded Funds (ETFs)?

An ETF is a type of pooled investment fund that trades on stock exchanges.
Investing
ο€…

What is Clean Price and Dirty Price?

Clean and dirty prices are all to do with bonds.
Investing
ο€…

What are Derivatives?

Derivatives are financial contracts whose value is dependent upon an underlying asset, group of assets, or benchmark.
Investing
ο€…

What is a Fixed-Income Security?

Fixed-income securities are investments that provide regular, fixed interest payments and the eventual return of the initial capital.
Investing
ο€…

What is Downside Risk?

Downside risk looks at the financial risk associated with losses.
Investing
ο€…

What is Active Management?

Active management refers to the making of individual investment decisions, such as in which securities to invest, by a professional manager.
Investing
ο€…

What is Passive Management?

Passive management is an investment strategy where a fund is designed to mirror a specific market index.
Investing
ο€…

What is a Personal Pension Scheme?

Examples of personal pension schemes include a Pillar 3a in Switzerland, a SIPP in the UK, or an IRA in the USA.
Retirement & Pensions
ο€…

What is a Mortgage?

A mortgage is a loan used to purchase a home, land or other real estate, where the property itself serves as collateral for the loan.
Property
ο€…

What is Foreign Exchange (FX)?

Foreign exchange, also known as FOREX or FX, is the global marketplace for trading various national currencies.
Foreign Currency Exchange (FX)
ο€…

What is Compound Interest?

Compound interest refers to the interest on both your initial sum and accumulated interest.
Economics
ο€…

What is a Risk Profile?

Understanding your risk profile can provide a guide to determining your most suitable course of action.
Financial Planning
ο€…

What is Asset Allocation?

Asset allocation is a term used to describe the proportionate mix of investments within a given portfolio.
Investing
ο€…

What are Bonds?

Bonds are one of the most traded securities worldwide. They are fixed-income securities.
Investing
ο€…

What are Annuities?

An annuity is an insurance contract issued by an authorised insurer that provides a guaranteed regular income.
Retirement & Pensions
ο€…

What is Effective Tax Rate?

This term refers to the total percentage of income that an individual or a corporation pays in taxes.
Taxation
ο€…

What is a Bull Market?

A Bull market refers to periods of time during which the prices of assets rise consistently over time.
Economics
ο€…

What are Securities?

A security refers to a financial instrument that holds some type of monetary value.
Investing
ο€…

What is Alpha?

Alpha is a term used as a measure of relative performance.
Investing
ο€…

What is Beta?

Beta is a measure of of a portfolio's volatility and systematic risk compared to the overall to the overall market.
Investing
ο€…

What are Fettered and Unfettered Funds?

Fettered and Unfettered funds refer to the restrictions in place for the investment choices a manager can make.
Investing
ο€…

What is Earnings per Share?

Earnings per Share (EPS) is one of the key indicators of a company's level of profitability.
Investing
ο€…

What are Collective Investments?

Collective investments are a type of investment structure about which you should be aware.
Investing
ο€…

Do You Need An Emergency Fund?

An emergency fund acts as a buffer against life’s uncertainties, reducing the stress and anxiety that come with unexpected expenses.
Financial Planning

ο€…

How To Diversify Your Portfolio

Diversifying your investment portfolio is key to managing risk and building long-term financial stability and resilience.
Investing

ο€…

How Does Risk Change With Age?

Investing is a crucial part of financial planning, but the approach you take can vary significantly based on age.
Financial Planning

ο€…

Tax Deductions You Might Be Missing Out On

Many taxpayers overlook deductions that could reduce their taxable income and improve their financial well-being.
Taxation

ο€…

Managing Stress and Anxiety With Your Investments

Investing can be a rollercoaster which is frightening for many, and it is not uncommon for market fluctuations to cause stress and anxiety.
Opinion

ο€…

How Does Monetary Policy Impact You?

Monetary policy refers to the actions undertaken by a country’s central bank to control the money supply, manage interest rates, and achieve macroeconomic goals.
Economics

ο€…

How Does Fiscal Policy Impact You?

Fiscal policy is a critical component of economic management which involves the government’s use of spending and taxation to influence economic conditions.
Economics
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ο€…

How To Build a Strong Investment Portfolio

A successful investment portfolio starts with thoughtful planning, consistency, and a focus on long-term goals.
Investing
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ο€…

What Is An Annuity And Should You Have One?

Annuities can be a valuable component of a retirement plan, but they also come with complexities and considerations.
Retirement & Pensions
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ο€…

The Pros and Cons of Real Estate Investing

Like any investment, property is not guaranteed to increase in value, and also has its own set of advantages and disadvantages.
Property
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ο€…

All About Private Equity

Private equity firms specialise in acquiring and transforming companies, aiming to boost profitability and deliver strong returns for investors.
Investing
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ο€…

Currency Hedging: The Cost of Managing Risk

Hedging offers a simple way to minimise currency risk within your investments, but is it as effective as it seems?
Foreign Currency Exchange (FX)
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ο€…

Holding Foreign Currencies to Get a Higher Interest Rate: Should You Do It?

It may seem obvious to gravitate towards higher interest rates, but there may be more risks involved than you think.
Foreign Currency Exchange (FX)
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ο€…

Should You Rent or Buy Your Home?

In the never-ending debate between renting and buying a home, there is no one-size-fits-all answer and depends on a number of factors, unique to your circumstances.
Property
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ο€…

What to Do When You’re Behind on Your Retirement Savings

Facing a retirement savings shortfall can be daunting, but it’s essential to tackle the issue head-on and take proactive steps to bolster your savings.
Retirement & Pensions
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ο€…

How Much Money Do You Need to Live off Dividends?

Dividends are an important part of the total return you achieve within your investments and can be particularly useful for income stability.
Investing
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ο€…

OEICs and SICAVs: Exploring Investment Fund Structures

An OEIC (or SICAV) is a collective investment scheme that pools money from multiple investors to invest in a diversified portfolio of assets.
Investing
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ο€…

Understanding Your Retirement Requirements

Retirement planning is not just about saving money, it’s about envisioning and actively working towards the kind of retirement lifestyle you desire.
Retirement & Pensions
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ο€…

Tenant Turnover: Minimising Vacancy and Maximising Profit

Tenant turnover can significantly affect a landlord’s bottom line, leading to extended vacancies and increased costs.
Property
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ο€…

Overcoming Impulse Spending

Saving money is often a battle between the logical desire to secure our financial future and the emotional pull of instant gratification by buying a new item.
Opinion
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ο€…

When is the Best Time To Invest?

The question that often perplexes both seasoned and novice investors alike is: When is the best time to invest?
Investing
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ο€…

Investment Tetris: The Rebalancing Game

Just like aligning those iconic falling blocks, rebalancing is the strategic move that keeps your financial game strong.
Investing
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ο€…

Financial Independence: Retiring With Confidence

Financial independence and early retirement can provide a life filled with leisure, but it requires careful planning and a strong financial foundation.
Retirement & Pensions
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ο€…

What is a Bond?

Bonds play a pivotal role in the financial market, and understanding what they are is crucial to anyone looking to include them in an investment portfolio.
Economics
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ο€…

The Strength of the Swiss Franc

The Swiss Franc, symbolised as CHF, stands as one of the world’s most robust and stable currencies.
Swiss System
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ο€…

The Impact of Inflation on Your Finances

A significant amount of cash savers do not know what impact inflation will have on the real value of their cash savings over time.
Financial Planning
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ο€…

Your Swiss Pensions and Finances Abroad

If you are considering retiring away from Switzerland, familiarise yourself with the differences between your destination and Switzerland.
Retirement & Pensions
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ο€…

The Impact of Artificial Intelligence (AI) on Finance

Artificial intelligence (AI) is reshaping how people see and interact with the world, and the Finance industry is no exception to this.
Opinion
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ο€…

Re-Invest Or Withdraw? Accumulation Versus Income Funds

Within the world of mutual funds and exchange-traded funds (ETFs), you will often have the choice to opt for accumulation or income.
Investing
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ο€…

How to Teach Your Kids About Money

Teaching kids about money from a young age sets the foundation for a lifetime of financial responsibility and success.
Family Finances
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ο€…

Estate Planning Essentials for Your Legacy

Neglecting estate planning can have significant consequences for your loved ones and the legacy you leave behind.
Succession Planning
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ο€…

The Impact of Global Events on Financial Markets

Global events can trigger significant volatility in financial markets and your investments, causing major fluctuations in prices.
Financial Planning
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ο€…

What is Quantitative Easing?

Quantitative Easing involves the deliberate and substantial purchase of financial assets, most commonly government bonds, by the central bank.
Economics
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ο€…

What Will Your Income Be During Retirement? The 4% Rule

The 4% Rule is a principle in retirement planning that offers a systematic approach to managing withdrawals from you investments during your golden years.
Retirement & Pensions
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ο€…

Balancing Act: Managing Family and Financial Goals

It is crucial that whilst building a secure financial future, these objectives align to create a stable and fulfilling life for you and your loved ones.
Family Finances
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ο€…

Keeping More Money in Your Pocket: Tax-Loss Harvesting

Tax-loss harvesting is a sophisticated strategy that you can use to optimise your investment portfolio(s) and reduce your tax liabilities.
Investing
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ο€…

Managing Market Volatility in Your Retirement Portfolio

In the world of long-term investments like those earmarked for retirement, understanding the nuances of market volatility is crucial.
Financial Planning

ο€…

Investments Go Down (As Well As Up)

At the heart of the investment rollercoaster lies a simple truth: investments can go down just as swiftly as they can rise.
Investing
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ο€…

Understanding the Basics of Estate Planning and Wills

Estate planning is a critical aspect of securing your assets and ensuring their distribution according to your wishes after you pass away.
Succession Planning
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ο€…

Why Your Risk Tolerance Matters

Your risk tolerance encompasses your willingness to withstand financial uncertainty or potential losses whilst pursuing investment returns.
Financial Planning
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ο€…

Holding Cash is Not Investing… Or is it?

Does having CHF 500’000 cash in your bank account, uninvested, make you immune to the volatility of the stock market?
Investing
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ο€…

Investment Myths Debunked

The world of investing has historically been shrouded in mystery; the realm of financial whizz-kids and the super-rich. Is this the reality?
Investing
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ο€…

How Your Biases Impact Your Financial Decisions

Rooted in psychology and economics, we reveal how human emotions, biases, and cognitive limitations influence your financial decisions.
General
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ο€…

How Does Inflation Affect Investments?

Inflation, the gradual increase in the general price level of goods and services, plays a significant role in shaping investment decisions and portfolio performance.
Investing

ο€…

Where Do You Begin With Your Finances?

When you are just getting started with planning your finances, laying down a solid foundation is of utmost importance.
Financial Planning

ο€…

Financial Planning Can Be Fun!

Financial planning β€” two words that might make you think of images of endless spreadsheets, calculations, and budgets rather than fun.
Opinion

ο€…

Understanding Financial Independence: What Does it Truly Mean?

Financial independence isn’t merely a distant dream; it’s a tangible goal that embodies the freedom to live life on your terms.
Financial Planning

ο€…

What Difference Can Your Investments Make in the Real World?

Every investment decision carries the potential to influence industries, communities, and global progress.
Investing
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ο€…

What Are Your Options With Derivatives?

Derivatives stand as versatile financial instruments, offering a wide array of possibilities for investors and traders alike.
Investing

ο€…

When Should You Start Saving For Retirement?

Retirement planning is a marathon, not a sprint. However, many people grapple with the question of when to start their retirement savings journey.
Retirement & Pensions

ο€…

The Mindset You Need To Invest

The size of your initial step often matters less than the consistency and determination with which you tread the path.
Investing

ο€…

Financial Tips for Expanding Your Family: Welcoming a Baby

Amidst the preparations and celebrations for a new member of your family, it’s crucial to ensure your financial house is in order.
Family Finances
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ο€…

FOMO in Finance: Impulsive Investing

The fear of missing out (FOMO) can be a powerful force and significant driver of impulsive investment decisions.
Investing
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ο€…

Navigating Unexpected Expenses

When life throws unexpected financial challenges your way, having a solid plan in place is crucial to maintaining stability and peace of mind.
Financial Planning

ο€…

Turning 40? 10 Essential Tips for Your Financial Success

As you approach the milestone of turning 40, it’s a crucial time to reflect on your financial journey and strategically plan for the years ahead.
Financial Planning

ο€…

The Rich History of Gold

The history of gold is as old as human civilisation itself, intertwined with tales of wealth, power, and enduring beauty.
General
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ο€…

What To Do With 1M CHF?

With great wealth comes great responsibility. How do you make this work for you in the best possible way?
Financial Planning

ο€…

Creating a Financial Legacy: Wealth Preservation Strategies

Preserving and growing your wealth is a key aspect of financial planning, but it’s often overlooked in the quest for immediate financial success.
Succession Planning

ο€…

Breaking Barriers: A History of Women in Finance

Throughout history, remarkable women have broken down barriers, shattered glass ceilings, and made significant contributions to the field of finance.
General

ο€…

Insurance 101: Protecting What Matters Most

Insurance provides you with protection and peace of mind, ensuring that you and your loved ones are financially secure in every situation.
Insurance

ο€…

Family Finances: Raising Financially Savvy Kids

In the age of technology, teaching children about financial responsibility has never been more crucial.
Family Finances

ο€…

Credit Score 101: Building and Maintaining Good Credit

Whether you’re applying for a credit card, a mortgage, or a personal loan, your credit score plays a pivotal role in the approval process.
Financial Planning

ο€…

How to Know When Stock Markets Are Crashing

Knowledge and preparation are your most valuable assets when trying to understand when a market is crashing.
Investing

ο€…

Why Invest During High Interest Rates

Interest rates, set by central banks and influenced by various economic factors, play a pivotal role in shaping the investment world.
Investing

ο€…

The Swiss Financial Regulatory Authority: FINMA

The Financial Market Supervisory Authority, or FINMA, serves as the guardian of Switzerland's financial system.
Swiss System
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ο€…

The Dance of Bonds and Interest Rates

These financial instruments are inextricably linked, creating a complex relationship that impacts all of our financial decisions.
Economics

ο€…

What is Meant By The Term β€œFinancial Planning”?

Financial planning is more than just a buzzword of personal finance; it’s a fundamental concept that can shape your financial future.
Financial Planning

ο€…

Cracking the Rule of 72

The Rule of 72 can provide you with invaluable insights into how long it will take to double your investments.
Investing

ο€…

The Power of Compound Interest: Building Wealth over Time

Compound interest is a great financial concept that can make your money grow exponentially over time, without you having to do anything.
General

ο€…

What is the Cost of Using a Financial Adviser?

Understanding the costs associated with engaging a Financial Adviser is crucial.
General

ο€…

Drowning in Financial Jargon? Here’s Clarity

To make informed financial decisions, you need clarity in the vast ocean of financial jargon.
General

ο€…

A Brief History: The Fascinating Story of Stock Exchanges

The history of stock exchanges is a testament to human innovation, ambition, and the ever-evolving landscape of global finance.
General

ο€…

Managing Your Money in the Digital Age

From mobile banking apps to investment management apps, the way we manage and interact with our finances has undergone a revolution.
Financial Planning

ο€…

5 Important Financial Decisions for a Secure Future

What are the five most crucial financial decisions you’ll ever make?
Financial Planning

ο€…

Cash or Code? CBDCs vs. Physical Money

With digital currencies being talked about more and more, it is essential to understand the differences between CBDCs and physical cash.
Crypto

ο€…

What Happens to Your Money When You Invest

What happens to your money when you press "buy" on an investment?
Investing

ο€…

ESG Unearthed: Investing with Impact

Uncovering the pros and cons of ESG investing and whether this trend is worth following.
Sustainable Investing (ESG)

ο€…

Credit Cards Exposed: Friend or Foe?

Credit cards have become an integral part of the modern financial landscape, offering both advantages and disadvantages.
General

ο€…

7 Finance Tips to Grow Your Wealth

No matter your reason for saving, budgeting, and/or investing, effective financial management is key.
Financial Planning

ο€…

The Pursuit of Happiness: What Money Can Buy

Money may not be able to buy happiness in its purest form, but it is true that financial resources play a role in enhancing overall contentment.
Opinion

ο€…

The Money You Don’t Know You’re Wasting

Seemingly insignificant expenses can have a significant impact on your overall financial wellbeing.
General

ο€…

Red Flags to Look Out For in The Financial Advice Industry

The β€˜red flags’ of the financial advice industry about which individuals should be aware to protect their financial wellbeing.
General

ο€…

What to Do When Money Finds You

Whether you’ve received an inheritance, won the lottery or sold a property, managing sudden wealth requires careful consideration.
Financial Planning

ο€…

The Money Mistakes 90% of People Make – Are You One of Them?

90% of people make these money mistakes. Are you one of them?
General

ο€…

Your 12-Month Savings Roadmap

Discover the keys to supercharge your Swiss savings and unlock the life about which you’ve always dreamed.
Financial Planning

ο€…

Clash of the Titans: Active vs Passive Investing

It’s a clash of titans, where traditional, hands-on stock picking meets the low-cost, low-effort approach of passive index funds.
Investing

ο€…

What Is Crypto and Should I Invest?

What are the considerations every investor must weigh when contemplating a crypto-infused portfolio?
Crypto

ο€…

Secrets of Wealthy Investors: How They Beat Investment Risks

Understanding the intricacies of investment risk is paramount, no matter when you began investing.
Investing

ο€…

How Much Do You Need to Retire in Switzerland?

Exploring the key factors and financial considerations that will help you plan your retirement in Switzerland.
Retirement & Pensions

ο€…

Mastering Money Management in Switzerland

It is crucial to understand the ins and outs of managing money in Switzerland.
Swiss System

ο€…

Choosing Between ETFs and Index Funds: A Comprehensive Guide

ETFs and Index Funds have different characteristics that can influence which one is best for you.
Investing

ο€…

Smart Financial Moves for Expats in Switzerland

It is essential to make informed decisions to ensure your financial stability in Switzerland.
Swiss System

ο€…

Navigating the Tax Implications of Investing in Switzerland

Understanding the tax implications is crucial to maximising returns and remaining compliant.
Swiss System

ο€…

The 5 Investment Principles to Grow Your Money

Understanding these basic principles will help you make better financial decisions.
Investing

ο€…

Will You Enjoy the Retirement You Deserve?

Retirement is too far away to start thinking about, right? Wrong! Make sure you are prepared for your later years.
Retirement & Pensions

ο€…

Diversification: Investing in an Unpredictable World

Why is diversification an important part of investing?
Investing
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Family Finances: It’s Good to Talk

Research suggests young adults and their parents are becoming increasingly comfortable talking about money matters.
Family Finances
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Top Considerations for Retirement

Once you retire, how will you replace your income to maintain your current standard of living?
Retirement & Pensions
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Setting Financial Goals

Your dreams, ambitions, and needs. Successful financial planning prepares you for every possibility.
Financial Planning
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Revisiting Your Financial Roadmap

Each of your new financial goals requires a plan.
Financial Planning
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