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2021.7.19 Vítor Ribeiro, CFA

Financial Markets Expectations

In the article on economics and financial markets, we analyze the correlation and causality and how both influence the return and risk expectations associated with the investment portfolio. Defining the set of data and indicators to be analyzed is an essential task for building an investment portfolio suited to the objectives and preferences of each investor.

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2021.7.8 Vítor Ribeiro, CFA

The Economy and Financial Markets

Today we address the formulation of expectations and the relationship between the economy and financial markets. While they both are concerned with money, the economy and financial markets are two distinct fields. The fundamental law of investment is uncertainty about the future. A kind of “I just know that I don't know anything".

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2021.6.29 Vítor Ribeiro, CFA

Advisor's role: how the advisor can help the investor

The financial advisor is intended to help investors develop a personalized financial plan and make the best investment decisions to achieve their goals.

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2021.6.21 Vítor Ribeiro, CFA

Some tips to be strict about your savings!

We know how difficult it is to save. There are many incentives to consume and disposable income is never enough for our normal life. But there are ways to change this feeling. Examples, motivations and rules that can help us set goals and establish the habit of saving.

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2021.6.15 Vítor Ribeiro, CFA

The importance of savings

The concept of savings refers to the money that we put aside after we take the expenses out of our disposable income, for a certain period. We can also associate savings with insurance, a way of transferring risk, an option about the future.

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2021.6.7 Vítor Ribeiro, CFA

Reasons to set a financial plan

Defining a financial plan is essential for an individual, family or organization to achieve financial well-being. Whatever your goals, preferences, age or current situation, financial planning allows everyone to set multiple financial goals.

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+351 939873441 (Vítor Mário Ribeiro, CFA)

+351 938438594 (Luís Silva)

future@futureproof.pt

Future Proof is an Appointed Representative of Banco Invest, S.A.. It is registered at CMVM.

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