Combining PA With Professional Approach
When I talk to clients in the City, I often encounter people who don’t have to make investment decisions as part of their job but become interested in the subject and end up running their own “personal account” investment portfolios. The bull market often validates this strategy and draws in additional funds. The only “cost” in this bull market is the time and effort involved in making more decisions with more money. In such an environment, financial advisor involvement may seem like a redundant, unnecessary burden. However, there are several ways in which a financial advisor can add value, even for those who enjoy managing their own investments: How a Financial Advisor Can Help Aligning Investments with Personal Circumstances: Personal account investments are often driven by individual investment cases—focusing on market
Combining PA With Professional Approach
When I talk to clients in the City, I often encounter people who don’t have to make investment decisions as part of their job but
Trump Tariffs & China
The U.S.-China trade relationship continues to be a major talking point in global economic circles, with new tariffs being considered by the Trump administration. The strategy aims to tackle trade imbalances and intellectual property issues, ostensibly levelling the playing field for American businesses. But how effective will these measures truly be? Key Figures and Impact: China has proven its adaptability.
Confused Sakura
I took this photo in mid-November in North London. It’s a cherry tree that seems to be confused about the season: It’s still dropping its 2024 leaves; Yet it’s already blooming like it’s spring. Just like the humans, it seems to be confused as to what to do about the warming climate…
about me
My name is Gene Linetsky.
I am a Financial Planner and Partner at Foster Denovo.
pounds & sense is my platform to:
share knowledge on financial planning matters;
express personal views and opinions on finance and the economy; and
cover other useful topics
My experience in finance (and life) affords me to express my own views, rather than a rehash of thoughts and ideas from elsewhere.
about me
My name is Gene Linetsky.
I am a Financial Planner and Partner at Foster Denovo.
pounds & sense is my platform to:
share knowledge on financial planning matters;
express personal views and opinions on finance and the economy; and
cover other useful topics
My experience in finance (and life) affords me to express my own views, rather than a rehash of thoughts and ideas from elsewhere.
