News & Resources
We are dedicated to sharing our knowledge and experience with our clients, both existing and prospective, to promote a wider and more accessible understanding of the value of financial services.
Employer Stock Participation – Silver Lining or Golden Handcuffs?
Equity participation schemes and stock-based income, once the privilege of senior executives and startup founders are becoming ever more common for employees right throughout the corporate pyramid. Should you be contributing more of your salary…
Making sure advice fits like a good shoe
According to a 2020 study, around 50 million Americans participate in some form of running or jogging. Besides it being associated with many physical, mental and emotional benefits, running is a very accessible sport. You don’t need to travel anywhere…
7 important life events that could affect your finances
It was one of cinema’s most enduring characters, Forrest Gump, who said: “My mama always said life is like a box of chocolates. You never know what you’re going to get.” While this is true to a large degree, there are several life events that happen…
The link between your wellbeing and how you think about money
Money can have a substantial impact on our wellbeing. With energy prices and the broader cost of living increasing, there are more people asking their medical professionals to help with the associated stress. The uncertainty of higher inflation, volatile markets…
Ten timeless rules for expat financial planning
As we head into the second half of 2022, in a year of volatile markets, it is a good point in time to revisit some core principles when it comes to investment management. We discuss ten timeless rules for expats when it comes to managing their investments…
Are you over-saving and under-living?
Try to think of a word that follows “too much of” that signifies a good thing. Harder than it sounds, isn’t it? The natural tendency is to think that more of a good thing is always better, but the reality is that you can get too much of anything.
Why you should be planning for a 100-year life
A recent study published in FTAdviser has revealed the perhaps surprising fact that the number of people reaching the age of 100 is expected to increase by 78% in the next 20 years. In 2021, 16,000 people in the UK were 100 years old or more.
3 inspiring reasons to consider rebalancing your investments in a volatile market
The fallout of Russia’s invasion of Ukraine is being felt particularly hard in the eurozone, where the resulting price hikes in goods and services is expected to push inflation up to 8.6% in June 2022, Eurostat reveals. The European Central Bank (ECB) has also indicated…
3 important tables for financial management across investment cycles
This article about market cycles. We are in a volatile market this year and in times like this that it is both most important to be focused on the long term, and most difficult to not be impacted by short term market movements.
3 positive ways to stop inflation hitting you harder if you’re supporting family
You will probably have seen in the media that the average inflation rate across the eurozone reached 8.1% in May 2022, up from 7.4% the month before. This means that 343 million people are living with the highest levels of inflation since 1997.
Does money make the world go round, or keep you up at night?
How often do you wake up feeling tired? A 2020 study conducted by OnePoll on behalf of RestoreZ revealed that over 60% of Americans experience morning fatigue. Waking up tired will often mean starting the day on the wrong foot – close to half of…
Understanding the economic news and 3 questions to ask yourself about your investments
The economy is making headlines recently, so we are going to explain some of the key issues being discussed and what they mean for you as expats in Europe. We will discuss 3 items: inflation, interest rates and recessions. We have been talking about inflation for…
Are you saving enough for your retirement?
Figures suggest that workers nearing retirement could find they’re facing a significant income shortfall later in life. Understanding how your pension savings will add up before you retire is crucial for creating long-term financial well-being.
How often are you celebrating your small wins?
Routine – a sequence of actions followed consistently. Studies show that highly successful people all swear by their morning routines that help them start the day with greater focus, clarity, and productivity. Key word here is ‘consistency’. But how big a difference…
The FIRE movement and how it relates to financial planning
There is a small but growing lifestyle movement that takes the delayed gratification approach and applies it, strictly to life. The FIRE movement is all about making sacrifices now to have the life you want later. It stands for “financial independence, retire early”.
Exciting news from Extended Investments Limited
We want to tell you about an exciting development here at Extended Investments Limited.
We aim to provide the highest quality solutions for all our clients, whatever your financial needs and wherever life takes you
So, we’re delighted to announce the launch of the Arisaig Circle.
The Arisaig Circle is a group of four companies, of which we are one, all driven by a common goal: To deliver high-quality financial solutions to our clients throughout the world.
5 effective ways to declutter your money and reduce stress
According to Psychology Today, evidence suggests that removing clutter from your life can boost energy, reduce anxiety and improve focus. While many of these outcomes concern decluttering at home, the benefits it brings can also be transferred to your finances.
Buzzword Busting: decoding economic updates, what they are really saying, and what is really happening in plain language
The more uncertainty there is in global financial markets, and volatility in asset prices, it seems there are more voices using lots of complicated language and jargon to try and predict the future and explain the past. You can see this on the traditional…
Is patience your most valuable financial skill?
Patience, put very broadly, is the ability to accept and tolerate delay without getting angry and upset. Never before have I known the importance of patience until I was told that I could not run for fifteen weeks. I was faced with a task that seemed…
10 positive ways to discuss finances with the one you love
With the ongoing war in Ukraine, households across Europe could see further increases to their cost of living during 2022. As a result, you may now be keeping a much closer eye on your household’s outgoings and being more diligent when it comes to reducing your energy use around the home.
Hopefully, this will not have resulted in you having heated discussions about finances with the one you love. That said, if you have, you’re not alone.