Our Views
Topic: Wealth & Happiness
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Many of my clients have adult children graduating from university and starting a new career. For many it’s the first time they have had to manage finances and plan for the longer term. Now is the time to establish good habits and attitudes that will last a lifetime. Here is my list of the top... Keep Reading "The top 10 things our children should know about money" >
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As an independent professional woman, I’ve always bristled at the suggestion that there is somehow a difference in how I approach the management of my assets simply because of my gender. But having just come back from a Women Advisors’ Forum in the U.S. this week, I have to say there is a lot of... Keep Reading "What women want from their financial advisors" >
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01/17/2012“Am I wealthy?” It’s a question we are often asked by clients. Given that many of them live modest lifestyles, a lot of them don’t feel wealthy. A study by Fidelity Investments found that 42% of American millionaires do not feel wealthy. The investable asset level at which ... Keep Reading "Do you feel wealthy?" >
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I recently had the experience of counselling a long-time client who, despite a very secure financial position, was overcome with anxiety about money. What became clear to both of us after a lengthy and at times emotional discussion was that her anxiety was not about money at all. Rather it was ... Keep Reading "Surviving spouse, it’s okay to spend the money" >
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I was given a lottery ticket as birthday gift at a dinner with friends on the weekend. The condition was that we would all share the pot. It was great value to dream for even a few hours of how life could change with $41 million. Sudden wealth via the lottery, inheritance or selling a... Keep Reading "Winning the lottery – a dream for all; a nightmare for some" >