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.

Want a Great Investment Outcome? Use a Ulysses Contract

In literary classic The Odyssey, Homer tells the epic story of Ulysses and his ten-year journey home at the end of the Trojan War. In one of many challenges faced, Ulysses encounters beautiful Sirens singing spellbinding sweet songs, which lure passing ships to their destruction on the island’s rocks. To ensure his own ship’s safe … Continued

Book Review – The Geometry of Wealth

Writing a book that is enjoyable for others is a tough task for anyone. Write a book focussed narrowly on personal finance and you have an even tougher task. For Dr Brian Portnoy to succeed in doing so with his most recent release ‘The Geometry of Wealth’ is a significant achievement indeed. Having read more … Continued

Flight Turbulence – An Analogy for Stock Market Volatility

If you fly on a commercial airline enough times, eventually you’re going to experience flight turbulence. Sometimes it lasts for just a few seconds and at other times it can be more pronounced. But whenever it presents itself, that initial uncontrolled feeling of helplessness, doubt and often fear is always there. In many ways, flight turbulence … Continued

Your Money and Your Brain

When students in the US were asked to assess the quality of their driving skills compared with other drivers in a survey, 93% of respondents rated themselves as above average. Statistically, that’s an impossibility and a prime example of the ‘overconfidence’ that so many people display in their own ability to complete various tasks. Have … Continued

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