Library

Library

Welcome to our library, where we share insights and information on all things related to wealth management, investing, retirement planning, and more. Our team of experts is passionate about helping our clients achieve their financial goals and we believe that sharing knowledge and expertise is an important part of that process.

We strive to make our articles informative and accessible to readers of all levels of experience and knowledge. Whether you’re just starting to invest or you’re an experienced investor, we hope you find our content helpful and informative.

If you have any topics you’d like us to cover, or if you have any questions or feedback, please feel free to contact us.

Investing

What is Return on Equity?

One of the criteria we look at when selecting companies to include within our Global Leaders portfolio, return on equity (ROE) is a financial metric that measures a company’s profitability by calculating the amount of net income returned as a percentage of shareholder equity. ROE is an important measure of a company’s financial health because it indicates how efficiently a company is using its shareholders’ capital to generate profits.

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Investing

ESG Investing

ESG (Environmental, Social, and Governance) investing has become increasingly popular in recent years, with many investors incorporating ESG factors into their investment decisions. This approach takes into account not only financial performance, but also the environmental and social impact of the companies being invested in, as well as the quality of their governance structures.

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Investing

An introduction to ETFs

Exchange-traded funds (ETFs) have become a popular investment option in recent years. In fact, ETFs have grown to become a multi-trillion-dollar industry, and their popularity is only increasing. But what exactly are ETFs, and why are they so popular?

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Investing

What does ‘quality’ investing mean?

Investing can be a daunting task for many people, and the abundance of investment options can make it even more confusing. Some investors may prefer a more active approach, seeking quick profits through frequent trades, while others may choose a more passive approach, focusing on long-term growth through buy-and-hold strategies. But which approach is the best?

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