Self-made and actionable Wealth Management
Improve your finances
You can control your finances to avoid being fleeced like a turkey. Owning a low-cost diversified will help you fulfill your material and life objectives.
Strive in a hostile environment
Financial charlatans are targeting the uninformed to enrich themselves (life insurance Ponzi schemers. and state authorities will tax you or flood the markets with liquidity and keep rates low, impoverishing those who stay out of the stock market.
Use the best approach and tools
Basic finance understanding, solid tools and institutions will help you avoid these traps. The main principles are long-term asset allocation, sound diversification and reasonable cost control. In practice, good investment tools (platform and vehicles) will allow you to reach these objectives.
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Featured Article
Public pensions in Switzerland
Your state pension is useful to include in your individual wealth planning as an element that will provide income in retirement in the form of an annuity.
Personal Finance
Spending behavior is highly personal, so you will not find a lecture but some guidance on the biggest cost drivers
Portfolio
Find out how to to invest in the long-run in a diversified way on the basis of sound principles and practice
Wealth Purpose
This questionnaire will give you insights on the practical and philosophical questions around your relation with money
About Guide Finances
In the face of false promises to get rich, the guidance on this site will help you to avoid some glaring pitfalls and put your finances on solid ground.
Two main contributors are currently writing the articles: David shares his knowledge in the field of investment and portfolio management while Julia deals with the more psychological aspects and personal finance.
The contributors
The contributors share the following attributes:
- They are committed to help the users in their personal finance
- They are convinced by und use the limited number of products recommended*
- They have industry experience (mostly banking), have academic (economics, finance) and industry credentials
- They have successfully applied the investment principles presented
*Note: The Vanguard Advisory Services are reserved for US residents, but sufficient secondary evidence could be gathered to include it in the shortlist
Guide Finances 