“Wall Street’s Wisest Man” shares six investment lessons he has learned over his career, with a common theme - learning to minimise mistakes (3 mins read)
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Financial markets demonstrated impressive resilience in 2024, continuing the bull market that began in late 2022. This performance came despite headwinds such as global geopolitical tensions, interest rate fluctuations, uncertainty surrounding the U.S. elections, and the rollercoaster performance of the "Magnificent 7" technology stocks.
Recently, Rick spoke to Jerome Doraisamy on the Lawyers Weekly podcast about how his upbringing shaped his values and approach to financial planning. He also shared insights from his 800-kilometre journey on the Camino de Santiago, offering inspiration for a summer reset and a successful 2025.
Intergenerational wealth is a complex challenge that extends beyond financial assets, requiring families to navigate the interplay of money, relationships, values, and personal development to create a meaningful legacy (3 mins read)
At the recent GAIA conference, we learned from the Canterbury Crusaders that their extraordinary team culture, built on connection, belonging, and effective leadership, offers valuable lessons for everyone (3 mins read).
“Wall Street’s Wisest Man” shares six investment lessons he has learned over his career, with a common theme - learning to minimise mistakes (3 mins read)
Read More