This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. Whether we explain basic principles, debunk financial myths, or provide general tips, this page is an opportunity for us to share our thoughts which can help you make better financial decisions.

But to be clear. We’re not providing personal advice here (you have to pay for that I’m afraid!) and any arrangements that you make having read these pages are entirely your own affair.

We don’t believe in forecasting the future, and in the event that we discuss specific products, funds or assets here, our opinion should be taken as that, our opinion and not a personal recommendation to buy or sell.

The Soul of America

The storming of the US Capitol last week, and the way it was handled, shocked many. But history clearly shows a long line of shocking moments that are more common than we care to know or remember. We have been here before. Moments in history. For example, the assassination of President John F. Kennedy on … Continued

Remember March? It Was Wild

So that’s it. Christmas week is upon us and 2020 is nearly at an end. What. A. Year. Other than the bleedin’ obvious, you’ll have your own reasons for remembering 2020. Hopefully, some are good. But what you might have already forgotten, or purposely avoided at the time, were the crazy days of March when a … Continued

Market Timing is a Mug’s Game (Part Eleventy)

Under normal circumstances, I don’t follow or comment on the daily ramblings of the stock market. But on Monday the UK’s stock market (FTSE 100) ended the day up by 5%, and the American market (still open as I write) reached an all-time high. I write to you today because there is a lesson to … Continued

The US Presidential Election

Today is the day of the US presidential election and this one feels particularly important, even though in reality they ALL should be. There are some monumental issues at stake and the outcome will likely set the tone not just for the next four years, but beyond. I’m no US political expert but I’m emotionally … Continued

The Psychology of Money

Now and again, a finance book comes along that I think is worth sharing with clients. Released this month ‘The Psychology of Money’ by Morgan Housel, is one of those books. I’ve read a lot of finance books. Many unfinished. Recommending very few because they’re often too niche, academic or dry. I’m happy to read … Continued

What Next?

Recession. What next? Well, I was going to write something original, but I read a great piece by fellow financial planner and friend of mine Matt Aitchison at Clear Vision Financial Planning. His own note to clients touched on all the points I would likely make myself. So, I thought why reinvent the wheel? With … Continued

What do World War II Planes & Investment Funds Have in Common?

I’m currently reading “How Not to Be Wrong – The Hidden Maths of Everyday Life”, a book by Jordan Ellenberg. The premise of the book is to demonstrate how mathematical thinking can help us understand the everyday world in a deeper, sounder, and more meaningful way. In the very earliest pages, the author tells the … Continued

A New Definition of Wealth

In a change to my regularly written missive, I bring to you a short video conversation I had with the author, academic and behavioural finance expert Brian Portnoy Ph.d CFA. Brian regularly speaks on and coaches financial wellness across the globe. In his two books, The Investor’s Paradox and The Geometry of Wealth, he tackles the challenges … Continued

Diversification – The Results

Most investors know they should ‘not put all of their eggs into one basket’. And anyone with a competent financial adviser will have been advised to manage their portfolio ups and downs by spreading investments globally, as well as allocating to different asset classes. The main assets being cash, stocks and bonds. With stock markets … Continued

Love Island

I didn’t watch Love Island. And until recently I didn’t know much about the former presenter of the show, Caroline Flack. I knew she was a TV presenter. I’d seen her name and face online, but I’d never stopped to read more than the headline if anything at all. Even so, the ‘breaking news’ of … Continued

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