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 →
A Rising Stock Market But A Depressed Economy, How Does This Make Sense?
After the recent downturn in the stock market, we have seen markets make a somewhat significant recovery. But we are still going through a pandemic, right? Does this make sense? How can the stock market have seemingly recovered when, companies... Read More →
4 Reasons Why You Need A Financial Planner And More Importantly An Actual Plan
1. A plan helps you visualise the future you want Going about life without a plan of where you are heading or what you want your future to look like could mean you end up in entirely the wrong place.... Read More →