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LatestSee all

#35 Voluntarily paying into the 2nd pillar: is it worth it?

In Switzerland, employees pay contributions to their pension fund together with...

03.12.2024

#34 Do multiple investment strategies make sense?

Many investors spread their assets across several portfolios that pursue...

19.11.2024

#33 Tax at source-exempt index funds in the 3rd Pillar

Although we at True Wealth do not charge a management fee in the 3rd Pillar,...

05.11.2024

ETFSee all

The ETF Boom: Growth for All

From an academic mind game to the standard of the modern investor: the triumph...

01.02.2024

#3 How to build a portfolio with ETF?

Welcome back to another exciting edition of our Coffee Break. In the last...

26.09.2023

#2 What is an ETF? And what to look for when choosing one?

Have you heard of ETF before but not sure what ETF is exactly? Don't worry,...

19.09.2023

Pillar 3aSee all

Comparison of interest rates for Pillar 3a apps

The third pillar is particularly suitable for long-term capital accumulation....

30.10.2024

Pillar 3a: How to save twice as much tax

With the third pillar, you save on taxes. And not just when you pay in. If you...

07.12.2023

What is the maximum amount for the 3rd pillar in 2024?

Employed persons with a pension fund may pay in a maximum of CHF 7'056 in 2024....

08.11.2023

Basics of investingSee all

#34 Do multiple investment strategies make sense?

Many investors spread their assets across several portfolios that pursue...

19.11.2024

#30 How to read a factsheet?

Before you invest in an ETF (Exchange Traded Fund), you should not only take a...

27.08.2024

#27 The 5 best-known investment styles for equity portfolios

To date, various investment styles have become established, which investors use...

16.07.2024

Pitfalls of investingSee all

#28 Payment for order flow: a controversial practice in equity trading

How do free brokers earn money with your trades? The trick is called payment...

30.07.2024

The 9 most common investment mistakes – and how to avoid them

Investing your money instead of leaving it in your bank account means you can...

07.03.2024

#6 Drawdown: How much loss can you afford?

Today we are talking about a topic that is of great importance to many of you:...

24.10.2023

Investing for expertsSee all

#35 Voluntarily paying into the 2nd pillar: is it worth it?

In Switzerland, employees pay contributions to their pension fund together with...

03.12.2024

#33 Tax at source-exempt index funds in the 3rd Pillar

Although we at True Wealth do not charge a management fee in the 3rd Pillar,...

05.11.2024

#32 Distributing or accumulating ETF: which is better?

ETFs offer a simple way to invest in broad markets or specific sectors without...

22.10.2024

Investing for retirementSee all

#19 How to invest after retirement?

The decision between a lump-sum withdrawal and a pension after retirement is...

27.02.2024

Investing for childrenSee all

Talk – How to teach children about the world of finance

Our guest in today's Coffee Talk is Aysha van de Paer, financial expert and...

12.12.2023

#10 Child portfolio: Investing for and with children

Why investing in securities is the best choice and how children's portfolios...

05.12.2023

EconomySee all

Talk – Capitalism and the Market Economy

What is capitalism? What is wrong with capitalism? And how can we fix it? In...

14.03.2024

Talk – What is the economic situation in Switzerland?

Professor Dr. Tobias Straumann, one of Switzerland's best-known economists and...

27.12.2023

Company newsSee all

Talk - Why did you start True Wealth?

From an unexpected fortune to a digital wealth manager. In today's Coffee Talk,...

12.09.2023

The lowest fees in Switzerland

Low costs, highest transparency and an extremely user-friendly product: True...

03.08.2022

Product newsSee all

How can I adjust my portfolio?

Would you like to invest more in European equities or less in real estate? Find...

27.06.2024

#26 Improve your long-term returns with currency hedging

Currency hedging can help you improve your returns over the long term. Find out...

19.06.2024

SustainabilitySee all

#7 Does sustainable investing work?

The world of investing has changed dramatically in recent years as more and...

31.10.2023

Greenwashing: The limits of ESG and impact investing

Impact investing promises to make our world a little bit better with...

31.10.2023

Sustainable and climate friendly investing: At the expense of returns?

Sustainable investing is gaining momentum. But how can you invest in a...

31.08.2021