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.

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

Stay in Your Lane

Remember when oil prices went negative a few weeks ago? How is that even possible? I mean I get it now, but I couldn’t have comprehended it before the event. Below is a short extract from a story I read this week in Bloomberg News on how it played out for one person. It might … Continued

When Something Is Taken Away

Only when something is taken away, do we truly realise its value. It’s been four weeks since the UK Government introduced the Covid-19 response, suspending our ability to move freely. The expectation is for another month in isolation, maybe more. It’s needed of course. There are many suffering from medical and financial hardship.  But there … 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

I’m Here If You Need Me

As you are no doubt aware, the Coronavirus is now a global pandemic. Consequently, the financial media are headlining the news of a decline in the global stock market. When stock markets turn volatile and confusing as they have done recently, even the most patient investors may come to question the wisdom of their investment … 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

Is It Safe To Invest Right Now?

As we start the new decade, you may have taken some time to look back at the last ten years and consider how much has changed both personally and financially. You might even have thought about the next ten. And after what has been a stellar recent decade for the global stock market1 with a … Continued

News Update – Property Funds

Britain’s favourite topic. Property. But I’m not talking about the residential property that you and I live in, or the buy to let market. This update is about the current uncertainty in property investment funds, which pool investors’ money together so they can all invest in a portfolio of commercial property including industrial warehouses, office … Continued

Seeing a Financial Adviser? 10 Considerations

My sister and her husband need Financial Advice. Although we’ve discussed some broad themes and I’ve helped where I can, ultimately it was right for them to see an adviser at a different firm. You see my sister lives a couple of hundred miles away and it just isn’t possible for me to provide the … Continued

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