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
what we think
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 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
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
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
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
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
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
Saving and investing is something that people do because it’s inherently sensible. You choose an arbitrary figure, based on what you think you can afford, then invest it without any real consideration as to what you actually need to do to meet your financial goals. For a lot of people that process is good enough … Continued
For those of you who don’t know him, Warren Buffet is the 87-year-old American billionaire investor and philanthropist referred to by many as the most successful investor of all time. There’s a lot that we can all learn from his life and career but I’m here to tell you about one specific moment. Back in … Continued
It’s the end of summer and many of you will have enjoyed taking some time out from the normal routine to spend it with your family and friends. Or maybe you got away somewhere sunny, worked reduced hours or generally just appreciated the more laid back approach to life and work during the summer months. … Continued
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