by Costas Souris | May 28, 2024 | Financial Planning, Fixed Income
In an increasingly interconnected world, managing wealth across multiple jurisdictions is both a strategic advantage and a complex task. The concept of “beginning with the end in mind,” popularized by Stephen Covey in his book “The 7 Habits of Highly...
by Costas Souris | Mar 28, 2024 | Snips Newsletters
Are your money beliefs …… keeping you poor?… holding back your journey to financial freedom?How we “think” about money can keep us trapped in old habits? A poor mindset and a rich mindset will lead to vastly different financial futures! Poor...
by Costas Souris | Feb 26, 2024 | Financial Planning, Fixed Income, Private Credit, Private Lending
The performance of markets in the traditional assets, equities-bonds-cash and all the variations has been a roller coaster ride of turmoil and returns. Investors are exhausted, perplexed, and often poorer Investors and Retirees have been frustrated and denied turning...
by Costas Souris | Feb 12, 2024 | Snips Newsletters
w to Invest Money in 2024Start investing by giving your money a goal, saving for education, building wealth, that dream car … for golden years … passive income. For Freedom! How we invest … is how we live tomorrow!Freedom is a journey not a destination. It is...
by Costas Souris | Dec 4, 2023 | Snips Newsletters
The Multi-Stage life … the UN-Retirement “What am I going to do with my life?” What am I going to do with my longevity bonus? Very big hairy questions? Forget the idea of 3 distinct life stages! The traditional thoughts, “Our life pattern has been in 3...
