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Look at the Big Picture Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle. When I started my career in financial services back in 2001 average investors typically checked in on their accounts once or twice a year when their investment providers sent paper statements. As for the FTSE […]
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Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right […]
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It’s been said that volatility is a tax that investors have to pay for harnessing the wealth-building power of the financial markets. But rationalising market fluctuations doesn’t make them any less nerve-wracking, especially if you’re nearing retirement age. Some investors react to volatility like they’re living in the path of a hurricane. They board up […]
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Improve Your Relationship with Money by Answering These 5 Questions Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” […]
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Socially responsible investing covers a broad range of issues. It’s a nuanced area and hard to nail down in a single blog post. It’s much better to chat it over face to face. Do you exclude certain sectors? Do you invest in so-called ‘sin stocks’ and rely on the investment manager attempting to change the […]
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Financial Planning is About Making Your Life Plan a Reality Many who have just begun working with us are surprised by how our planning process starts. We don’t begin by talking about pensions, ISAs, or how much you’re saving. Instead, we begin by talking about you, not your money. Putting your life before your financial […]
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Don’t Let a Declining Stock Market Lead to A Down Life Big red arrows, panicked TV news experts, and the echo chambers of our social media feeds can make stock market volatility seem much worse than it actually is. If you’re having trouble keeping a cool head about your own investments, take a deep breath […]
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“Oil falls on middle-east uncertainty.” When financial markets are volatile, you often hear that “uncertainty” is the cause. This suggests that uncertainty comes and goes, but because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the time. That can be hard, especially in volatile periods when […]
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Investments Establishing and maintaining an investment portfolio is often key to achieving financial independence. Experience, expertise and rigorous academic research are deeply embedded into our investment process. Why Invest? People are now living longer and working longer, it’s never been more important to make our money work for us, and investment is one […]
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I got asked this today by a new client. I wish I knew. Nobody does! Sure there are a million google opinions but that’s all they are; opinions. What we do know is that it will come. Stocks rise and stocks fall. If we look at the MCSI World Index between 1970 and 2012 the […]
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