The hierarchy of financial needs

The hierarchy of financial needs

Apr 16, 2021 | Course

Anyone needs to be aware of the scale of values to which most people in Western countries refer. It serves to have a more straightforward path of life and, consequently, set one’s goals. In 1943 behavioral scientist Abraham Maslow wrote that a “hierarchy...
Capital Accumulation Plan

Capital Accumulation Plan

Apr 2, 2021 | Course

Accumulation  Voluntary Plan A voluntary accumulation plan is an investment method in which a retail investor periodically invests (at their discretion) relatively small amounts of money, building a large position over an extended period. This can be an excellent...
How to live well

How to live well

Mar 5, 2021 | Course

Financial wellness (or financial well-being) refers to a person’s overall financial health and the absence of money-related stress. It’s the result of successful income management which assures physical, mental, and financial wellness. Financial wellness...
When everyone has to live on the annuity

When everyone has to live on the annuity

Feb 8, 2021 | Course, Retirement

A dream that comes true, but not a nightmare. For much of life, living on an income is a goal that many dreams of. But when the dream retirement age arrives, it becomes a reality because everyone is forced to live on an annuity. This becomes a nightmare for many. It...
Stocks protect your future better

Stocks protect your future better

Jan 3, 2021 | Course, Investments

As life gets longer, longevity risk, i.e., the risk of not having enough resources in the latter part of life compared to what would be needed to ensure a good quality of life, is a problem that affects an increasing number of people. Especially the new generations,...