What has 2020 taught us? Top 5 financial lessons learnt this year.
Episode Ep 141 19 min 50s

What has 2020 taught us? Top 5 financial lessons learnt this year.

Without wanting to seem too philosophical, I believe that life offers us lessons, but we must be prepared to look for them. As we are approaching the end of 2020, I thought it would be a good idea to reflect on what Covid has taught us about our financial decisions. I have been very proud of how my clients have stayed-the-course this year. Only one client insisted on selling down some investments when the pandemic hit. To be fair, there were some extenuating circumstances. Thankfully, we help...

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