Psychology is part of our job as financial planners. It’s helping people process uncertainty, rebuild trust, and make rational decisions in moments when their instincts are screaming otherwise.
Top Stories
Strategy, Ethics, and the Future of Advice: Exclusive Interview with CIO Chris Lean
Aisa’s Chief Investment Officer reveals how to build resilient portfolios, navigate inflation, and what Aisa International’s commitment to uncompromising ethics means for the client.
Third Party Liability Insurance in the Czech Republic
Whether you’re a Czech resident, an expat, or just someone renting a flat in Prague, without third party liability insurance, you could face serious financial consequences.
The Dangers of Debt Before Christmas
Before Christmas, the smartest “deal” is often skipping the card swipe. Over a decade, that choice can be worth thousands of euros to your future self.
OpesFidelio Conference 2025
Hosted by OpesFidelio Financial and Wealth Management Adviser Network, the 2025 OpesFidelio conference provided an opportunity to explore comprehensive solutions tailored to the diverse financial challenges faced by expatriates residing in Spain.
British Expats Moving to the Czech Republic: Tax, Investments, and Insurance Explained
A complete guide for British expats in the Czech Republic — understand how tax, investments, pensions, and insurance change after relocating.
Mutual Wills and Mirror Wills: What Is the Difference?
There is a big difference between mirror wills and mutual wills for the survivors and beneficiaries.
Mirror and Mutual Wills – Part 2
The type of will you choose will either allow changes after death or commit the inheritance to the people and processes you put in place. Czech law incorporates additional considerations.
Why Life Insurance is Essential for Young Families
Life insurance ensures that, no matter what happens, their children are cared for, the mortgage is secure, and their long-term plans remain achievable.
Do Long Term Investments Provide Better Returns?
History shows that the patient, long-term investor who holds diversified funds (mutual funds, ETFs) usually does better than the frequent trader — not just in returns, but also with lower costs, less stress, and a higher chance of meeting long-term goals.
Disability Trusts Could Protect Your Next Generations
Parents and grandparents of beneficiaries with disabilities should consider establishing a Disability Trust to protect those family members.
Combine Trusts with State Benefits for Disabled Family Members
Combining a Disability Trust with State benefits can provide a better quality of life and financial protection for disabled beneficiaries.