One question that top financial planning consultants such as Richard Cayne at Meyer International hear over and over is this: What do financial planners invest in when they are investing their own money? Their clients know what they recommend but they can’t help wondering, “What do they invest in themselves?” They know that their planner…
In most cases, a great financial planning consultant will encourage you to play a long game with your money and invest in financial products that will steadily accrue a modest amount of profit over many years. Though people tend to think of financial planners as savvy, in-the-know investors that might change their investments as often…
If you mention offshore investments to many people, you’ll see their eyebrows raise or their head start to subtly move back-and-forth in a “no” movement. People have many unfounded fears and doubts about investing overseas. Some of them can’t even explain what their fears are. To most people however, you say “offshore investments” and they…