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The 7 key components of a resilient portfolio

February 14, 2025 Expertisia No comments yet

A resilient portfolio weathers market uncertainty while achieving long-term goals. Diversify wisely, maintain liquidity, limit debt, and adapt your strategy over time. Smart asset allocation and disciplined investing ensure financial stability through market shifts.

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How to grow your wealth over time: the power of compounding

November 26, 2024 Expertisia No comments yet

Compounding allows your wealth to grow exponentially over time. By reinvesting earnings, your investment base expands, accelerating growth. Start early, stay invested, and let time work in your favor. Patience and smart reinvestment can double your wealth in just 15 years.

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Managing your portfolio: how to choose a bank?

September 6, 2024 Expertisia No comments yet

Choosing the right financial institution is key to managing your wealth securely. Consider factors such as the custodian’s financial stability, tax statement availability, and the investment services you need. Whether self-managing, seeking advice, or delegating, finding the right bank or broker ensures peace of mind and effective portfolio management.

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