You might think that the sole reason for hiring a financial adviser is to help you manage your money and finances better. An office-bound, number crunching, spreadsheet warrior, so to speak. That is, of course, one part of what I do. But overlooked and often misunderstood is the unique opportunity I get to help our … Continued
Category: Financial Planning
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.
We live in a world of instant gratification. Waiting more than 2 minutes for anything these days is an injustice. And here I am asking for five. Google, Amazon, YouTube and Netflix exemplify the demands of ‘I want it now’ consumerism. It permeates everything, including financial advisory goals. Swathes of savers and investors want immediate … Continued
When investment markets wobble, as they’re prone to do, it’s easy to be reeled in by the sense of panic that comes from the pantomime news. No one likes losses, however short-lived, but the inflammatory headlines tap in to most investors’ inner worrywart. Damage limitation decision making is nothing but a short-term approach to a … Continued
Earlier this month the Financial Times reported that millions of pounds of pension tax relief had been incorrectly arranged following errors made by tens of thousands of employers. This got me thinking that if some employers can’t get it right, what hope is there for anyone contemplating DIY personal finance? Why ‘do-it-yourself’ when the consequences … Continued
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
I recently travelled from London to Chicago to attend a three-day conference hosted by the investment research company Morningstar Inc. The event was rather aptly described by another attendee as ‘Lollapalooza’ for the US investment management and financial planning community. You might laugh at the tenuous link between finance and alternative rock, but to be … Continued
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
One of the major investment management trends of recent years has been the explosion of interest in Environmental, Social & Governance (ESG) investing. Whether you’ve heard of it already or not, it’s become a legitimate consideration for company owners, their shareholders and fund investors. There is no doubt it will continue to gain momentum as … Continued
Alex Riley and Bunker Riley Financial Planning have been profiled in the current edition of Morningstar Magazine. The magazine, produced by Chicago headquartered investment research specialists Morningstar Inc, reaches 65,000 global subscribers and features independent thinking and original research for all types of finance professional including institutional investors and advisors. You can read the piece below and … Continued
The tax year ends on 5th April and in keeping with the recent snowstorms, the financial press is a blizzard, not of snow, but of last minute end of tax year financial advice. However, the Sunday papers unimaginative annual ISA fund recommendations masquerade merely as promotions for their financial cohorts and I’m definitely not here … Continued
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