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.

Our Purpose

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

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

Environmental, Social & Governance (ESG) Investing

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

Bunker Riley Features In Morningstar Magazine

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

My Favourite Tax Planning Tip

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

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

Investing and Speculating are not the same thing!

Earlier this week I met a potential new client who’d unexpectedly come into a large sum of money. But when it came to the matter of investing they could only be described as confused. Having spent some time explaining the basics of a good investment process and plan, we got to talking about the difference … Continued

Review, Reflect & Plan

With barely a few days remaining until Christmas and the last of our client facing meetings complete for the year, the attention at Bunker Riley turns toward enjoying some well-deserved time off with our families, which we hope and anticipate that most of you will also do. We’ll use some of our free time to … Continued

Preparing For The Next Stock Market Crash – 10 Tips

As we approach the end of another calendar year, the financial media will soon turn its attention towards forecasts for 2018. And with global stock markets currently reaching new all-time highs I’ve already begun to see some market commentaries forecasting a stock market crash during 2018. Although a crash, correction or downturn cannot be ruled … Continued

The Paradise Papers

I saw a tweet today by Gemma Godfrey, which summarised an element of the Paradise Papers tax furore into 140 characters. It went something like this: I thought it was great because only last weekend, whilst at a social engagement, I was introduced to someone new and inevitably the question of ‘what do you do for … Continued

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