What is your financial legacy?
A financial legacy is more than just the money you leave behind; it is the lasting impact of your financial decisions on future generations and society. Deciding on your financial legacy involves personal choices that reflect your values, beliefs, and…
Axiome March update 2024
JANUARY – MARCH 2024 How much do I need to save for retirement? How long will my nest egg last? How many international trips can we afford to take while we are still young enough to travel? These are simple…
Keep calm and carry on
Our Western culture values the idea of activity – being busy is a badge of honour with people listing the number of things they have scheduled in a day with pride. This is arguably the worst way to approach your…
When it’s value vs. growth, history is on value’s side
Logic and history support a commitment to value stocks so investors can be positioned to take part when those shares outperform in the future.
Questions & Answers – Part 2
Philip de Lisle continues his conversation with Chartered Accountants magazine Acuity focusing on current markets and speculative assets.
Questions & Answers – Part 1
In an interview with the Chartered Accountants magazine Acuity, Philip de Lisle answered questions many investors have been asking.
