Combining PA With Professional Approach

Combining PA With Professional Approach When I talk to clients in the City, I often encounter people who don’t have to make investment decisions as part of their job but become interested in the subject and end up running their own “personal account” investment portfolios. The bull market often validates this strategy and draws in additional funds. The only “cost” in this bull market is the time and effort involved in making more decisions with more money. In such an environment, financial advisor involvement may seem like a redundant, unnecessary burden. However, there are several ways in which a financial advisor can add value, even for those who enjoy managing their own investments: How a Financial Advisor Can Help  Aligning Investments with Personal Circumstances: Personal account investments are often driven by

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Financial Advisor In Your Inbox?

Financial Adviser In Your Inbox? Why It Could Be Worth Your Time If you’re receiving messages from financial advisers on LinkedIn, you’re not alone. For some, it may feel like yet another notification in an already busy feed. But there’s usually a reason behind the outreach and it’s often more thoughtful than it may seem at first glance.   Advisers

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Why Procrastination Can Damage Your Future Wealth

Why Procrastination Can Damage Your Future Wealth Do you struggle to motivate yourself when it comes to certain financial-related tasks? If you do, you certainly aren’t alone. More people than you probably think, while they appreciate how important such tasks are, can be reluctant to knuckle down and get them done. There’s no one reason for this, and no simple

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Enhancing Your Family Budgeting Strategies in Times of Uncertain Inflation Outlook

Enhancing Your Family Budgeting Strategies in Times of Uncertain Inflation Outlook Navigating the choppy waters of uncertain inflation and its impact on your family’s budget requires not just financial acumen but also a dose of strategic foresight. Here are some nuggets of wisdom to help you steer your financial ship through turbulent times: Prioritize Your Lifeline: When inflation knocks at your

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Combining PA With Professional Approach

Combining PA With Professional Approach When I talk to clients in the City, I often encounter people who don’t have to make investment decisions as part of their job but become interested in the subject and end up running their own “personal account” investment portfolios. The bull market often validates this strategy and draws in additional funds. The only “cost”

Read More »
about me

My name is Gene Linetsky.

 

I am a Financial Planner and Partner at Foster Denovo.

 

pounds & sense is my platform to:

  • share knowledge on financial planning matters;

  • express personal views and opinions on finance and the economy; and

  • muse about odd and funny things in life

 

I curate all of the content and hope that you will find it interesting and useful.