Entries by Jamie Donald

All Together Now: Why Multigenerational Living Is Making a Comeback

This article takes a good look at why multigenerational living is increasingly popular and how to navigate the decision to do so yourself. If the term “multigenerational living” conjures images of the Waltons in your mind (Goodnight Grandma,” “Goodnight, John-Boy!”), you’re not alone. But guess what? Increasingly, more middle-class and well-to-do families are choosing to […]

How the Super Rich are Smart with Their Assets

Protecting your assets is essential. Our high-net-worth clients are familiar with the importance of a reliable, well researched and qualified valuation document to ensure speedy settlement of any potential claim. Jewellery is something we all hold particularly close to our hearts, which often carries a significant emotional memory. Ensuring that you are adequately insured in […]

If it Ain’t Broke, Don’t Fix it…

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficiency of […]

Déjà Vu All Over Again

Below is an interesting and insightful take on investment fads and their future, from Dimensional. Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and […]

How to ‘Look Backstage’ to Build Serious Wealth

Shakespeare’s famous words “All the world’s a stage, and all the men and women simply players” may be truer than he ever suspected. Today, many sociologists rely on something called dramaturgical perspective to help explain how we present ourselves to, and interact with, other people. Some of the savviest self-made members of the Super Rich […]

Staying on Track When Tragedy Strikes

Life does not always go smoothly. Whether you’re a billionaire, a pauper or somewhere in between, you (or someone close whom you care about) will likely suffer some type of tragedy at some point in your journey. Many of the Super Rich employ strategies that help them stay the course after major life setbacks. The […]

The Link Between Personal Development and Success – in Business and in Life

The legendary entrepreneur and motivational speaker Jim Rohn said it best: “Your level of success will rarely exceed your level of personal development.”. That’s true whether you’re talking about your life, your career or (if you’re an entrepreneur) your business. There are six key components to engaging in personal development. Make personal development a true […]

A Formula for Thoughtful Decision-Making in a Family Business

Conflict has sunk more than a few family businesses over time. To avoid it as much as possible – and navigate it when it inevitably rears its head – owners of family businesses need to adopt a thoughtful, calculated approach to decision-making. Conflict among family members can sink a business – especially when children clash […]

How Long is Long-Term?

For many investors – particularly those in retirement – the question ‘how long is long-term?’ could also be translated as ‘I’m getting on a bit, so should I still be investing in the stock market?’.  When it comes to systematic investing – that is to say, capturing specific market risks in a disciplined and rules […]