Are you an advanced investor?
Want to know if your investment strategy is truly well-developed? Discover the four criteria that define an advanced investor: quantifying your financial independence (income-generating assets, the 4% rule), mastering compound interest, managing your risk, and maximizing your portfolio’s diversification. Take the test to take your investing to the next level.
Wealth transfer in France: little-known options
French wealth transfer is very burdensome. Expatriation, "donation trans-générationnelle avec réincorporation" and renouncing your inheritance are little-known optimization alternatives that can complement donation of bare ownership, "assurance-vie" and business transfer.
A real estate investment worth knowing
The European SCPI is a little-known way to invest in real estate. It suits almost everyone and can be used to generate passive income or for building wealth. In building wealth, it's a great complement to the stock market because it lowers volatility and increases resilience to inflation.
Investing for your children in Switzerland
As a Swiss resident, you don't pay much tax. The best solution for you depends on: whether you prefer to invest monthly or annually, in your name or your child's, the amount, and what's easiest for you.
Investing for your children
If you invest well from birth, at age 40 your child can expect to have in today's money: 150k euros / francs for a monthly effort of 100 - 1.5 million for an effort of 1000.