Career Advice for young Professionals in...
As a young professional, you are facing an exciting but also challenging time. The Swiss financial market offers many opportunities, but is also characterized by intense competition and rapid technological change. Are you aiming for a career in the financial industry? Is this career path the right one for you and what qualifications do you need? In this article, you…
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How Long Can This House Of...
If we constantly borrowed and spent more than we earn while debts piled up; our house of cards will eventually collapse. Over a decade ago, P.J. O’Rourke warned: “Alarm bells should be ringing very loudly as the United States contemplates a deficit for 2010 of more than $1.5 trillion – about 11% of GDP…. …. Empires behave like all complex…
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How New York Investors Can Pursue...
New York investors have experienced their share of market fluctuation. From Wall Street highs and lows to inflation fears, maintaining financial security in a volatile economy requires a proactive strategy. The value of the U.S. dollar can fluctuate rapidly, impacting long-term investment planning. Diversification is thus one of the best ways to maintain and grow wealth because it minimizes risk…
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Effective Networking: how to ensure long-term...
Networking in the financial sector is about more than just making new contacts. It is about building stable and long-term client relationships based on trust and real added value. However, many financial advisors find it difficult to fully exploit this potential. The difference between a successful network and simply collecting contacts lies in the strategy and authentic cultivation of these…
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Understanding Real Diversification – Miller on...
In a recent interview with Chuck Butler, we concluded, short of dumping the FED and a ballot box revolution, inflation is here to stay. Individual investors can control where/how we invest to protect our life savings. Chuck summed up his feeling about a market fraught with risk: “I recently had some bonds mature. These maturities brought me into a ‘Cash…
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Costs and tax treatment of actively...
Actively managed certificates (AMCs) are becoming increasingly popular with Swiss investors. They offer the advantage of active asset management in a flexible investment product. However, as with all financial products, there are costs that can affect the return. At the same time, the tax treatment of AMCs entails special features that are relevant to your investment decision. The most important…
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The Global Outlook For 2023
January is time to look ahead for the year. Sadly, way too much depends on the Federal Reserve and world central banks. Michael Howell writes: “It has been a bleak year for many investors. Global investors have lost $23tn of wealth…so far in 2022. …. That is equivalent to 22 per cent of global gross domestic product” When bureaucrats create…
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How to stop wasting time &...
‘I really should have started that sooner…’, these words have probably chimed in your head. Having the ability to take your time with things can feel like a luxury sometimes, but it should not, because time management is actually a huge part of self-care, and when it comes to money management it is just good practice. In 2022, The Ascent…
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AMC regulation in Switzerland: tips for...
In the dynamic world of financial investments, Actively Managed Certificates (AMCs) have established themselves as attractive investment vehicles for discerning investors. However, as with all financial instruments, a solid understanding of the regulatory framework is essential. Especially in Switzerland, a global center for wealth management, AMCs are subject to specific regulations that offer both protection and flexibility. The most important…
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Are All Banks Going Broke?
Shortly after the Fed bailed out the Silicon Valley bank depositors, Reuters reported that Credit Suisse failed: “ZURICH, March 20 (Reuters) – Credit Suisse and UBS could benefit from more than 260 billion Swiss francs ($280 billion) in state and central bank support, a third of the country’s gross domestic product, as part of their merger to buffer Switzerland against…
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