Featured posts

Understanding your investments: beyond the reported performance

Investing is often presented as a matter of course. The markets offer opportunities, there are many solutions, and past performance is widely discussed.

All posts

Understanding your investments: beyond the reported performance

Investing is often presented as a matter of course. The markets offer opportunities, there are many solutions, and past performance is widely discussed.

Loss of mental capacity: a risk that is rarely anticipated

Most discussions about wealth management focus on visible horizons: retirement, inheritance, financial optimization.

Inheritance in Switzerland: why the law is not always enough to protect those who really matter

In Switzerland, many people believe that inheritance is a settled matter. The law does indeed provide a specific framework, intended to organize the transfer of assets in a fair manner.

Early retirement and AVS: an often underestimated angle

The idea of early retirement is becoming increasingly appealing. Retiring early, slowing down, reorganizing your time, devoting yourself to other projects.