Stock markets are arguably in the longest bull market run in history - the saying “the trend is your friend and every trend will end” is a cognizant reminder that we may be in a late stage expansion o
A healthy retirement is something that many of us strive to achieve. Who doesn’t like the idea of living a comfortable lifestyle without a financial stress after working for 60+ years?
Rewind 100 years and you have an accountant who took an active role in their clients’ family affairs. They’d sit around the dinner table to talk numbers and balance the books with the manual ledgers.