Asking ‘What’s Going To Happen Next?’ Is Not The Key To Investment Success
The science of what constitutes a successful investment strategy has been a solved problem for many years. Statistically, you will be rewarded over time for investing in non-cash asset types, broadly diversify your money across higher and lower risk assets... Read More →
Financial Stress? You Are Not Alone – 5 Tips To Help
The COVID pandemic presents not only a health crisis but also a threat to our financial and mental wellbeing. Many people have lost, or have the fear the loss, of their main income source and like other type of stress,... Read More →
Do You Distrust Your Heirs More Than You Dislike HMRC?
As silly a question as that may seem it is a real statement made by former Chancellor Roy Jenkins who once described Inheritance Tax as “a voluntary levy paid by those who distrust their heirs more than they dislike the... Read More →
This Time It’s Different … Or Probably Not
We have all been in a position where we are asked to recall something only to find we can only remember the most recent piece of information with the rest being a blur, such as attending a party with a... Read More →
Dollar-Cost Averaging Or Lump Sum Investing? It’s Not Just A Financial Question
When investing, two common methods for deploying capital into the markets are dollar-cost averaging and lump-sum investing. What does this mean? Let’s say you have US$1,000,000 available to invest; lump-sum means investing that whole amount into the market all at... Read More →
5 Ways To Stay On Track With Your Investment Strategy
We often say to clients that the best investment strategy is one that you can personally stick to long term. For some, the benefits of investing may seem small to begin with but as each year passes the gains get... Read More →
Is It Really All Doom & Gloom?
Taking a moment to observe the constant stream of news fed to us, it will tell us that Coronavirus cases are not showing any signs of disappearing, many businesses are sadly closing, and people are losing their jobs, not to... Read More →
What Actually Is A Financial Plan?
A big misconception about financial advisers or financial planners is that you use them for their special ability to foresee how the markets will behave and that they know which stock or investment is going to go up. For sure,... Read More →