Why being an adviser matters to me
Working as an adviser means we are privy to a lot of personal information and significant events in people’s lives. It is why we think our purpose is to help people prepare for, and lead them through, major life transitions. When building trusted relationships with people, open and honest communication is essential. To help people feel […]
Invest for life – with a financial life plan
Many of us are currently returning to work after having enjoyed a nice long vacation, where there hopefully has been some time to contemplate life. You might even have had the time to scribble down the things you feel comfortable with in life as well as the things you feel need to change. At Lyra, […]
Thriving in finance: Why women are excelling
How important is it to you that your adviser provides financial advice as well as support? As the world becomes more complex, the demand for professional advice has skyrocketed. Often, much of the reassurance advisers provide extends far beyond the numbers. Support, by being a sounding board during life’s biggest decisions becomes invaluable. For the […]
How much earlier can you retire, simply by saving more?
There’s a fascinating show on Netflix right now. How To Get Rich, hosted by Ramit Sethi, is based on his best-selling book. He looks at the emotional side of financial planning – encouraging couples to communicate openly about money, think about what they value, and what a rich life means to them. He recently tweeted […]
Three benefits of independent financial advice
You often hear the term “independent” thrown around in financial settings – but what does it mean in practice and of what value is it to you? Independent financial advisors have three clear advantages which will help you reach your financial goals. An independent advisor’s main goal is to help you as a client reach […]
Thrilling tales and simple truths, the art of willful ignorance in the world of investing
These days, investors face a dizzying array of options. The financial firms and the media all have countless stories about why you should risk your hard-earned money in certain ways. From ‘never before seen’ industries, to professed methods of systematically beating the market, these narratives can be convincing. At BpH Wealth, we don’t listen to […]
How to want less
In early 2022, Arthur C. Brooks, the host of the How to Build a Happy Life podcast, published this article in The Atlantic: https://www.theatlantic.com/why-we-are-never-satisfied-happiness/ If you are seeking something meaningful to read over summer, I highly recommend this article. If you would like the executive summary, please read on:
The value of mentors and sounding boards for business owners
By Steven Boyce of Capital Partners I have recently taken some time to reflect on my career and think deeply about the people and experiences that have helped shape me. One of my most important reflections centred around how important mentors, coaches and independent sounding boards have been in helping fuel personal, professional and business […]
Why being a part of GAIA sets us apart from everyone else
Alman Partners are proud to be a founding member of the Global Association of Independent Advisors. Global Association of Independent Advisors (GAIA) is an international network of investment advisory firms who share best practices and learn from each other so that we can better serve our clients in a fiduciary capacity. Memberships are limited to […]
Greenlights and redlights
A great relationship, a newborn son, and a successful career as an actor. In 2008, Matthew McConaughey was feeling pretty good about his life in California. Then an unexpected family health emergency took him back to his home state of Texas. Of all places, McConaughey and his young family ended up renting a home in […]