Perspectives Ep. 3 – Young Expatriate
In this episode of Perspectives, we speak to Young Expatriats about: ✅ Their experience with DIY investing ✅ Whether time is an issue when managing personal finances ✅ And what do they *really* think about Robo-advisors
Perspectives Ep. 2 – Young Professionals
In this episode of Perspectives, we speak to Young Professionals about: ✅ Their experience with DIY investing ✅ Whether time is an issue when managing personal finances ✅ And what do they *really* think about Robo-advisors
Perspectives Ep. 1 – University students and recent graduates
In this episode of Perspectives, we speak to college students and graduates about: ✅ Are they really that worried about investing and financial planning now? ✅ Issues with starting to invest with limited income and cashflow ✅ Their worries about fulfilling future financial obligations
Perspectives – Introduction
Perspectives” is a new video series that we’re launching where we speak to people from all walks of life — some that financial advisors may not encounter very often — to hear their thoughts and fears about money and investing. We find that there are misconceptions about certain segments in the market, which can then […]