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Investments: Market Timing Lessons From History


This video from Sensible Investing TV explores new research by two academics at Cambridge Judge Business School and shows how even the brilliant economist John Maynard Keynes couldn’t successfully time investment markets.  

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Cost Matter When Investing Video


At Swindells Financial Planning we have always said that when it comes to investing – costs matter.  This is one of the reasons we advocate a passive style of investing. See why active investing can detract from your investment returns in the below video from SensibleInvesting.tv who give their views to why as consumers we are conditioned […]

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The Retail Distribution Review – your guide part 2


Financial advice has never been free, but the Retail Distribution Review, which came into force on 31 December 2012, has made advice clearer and more straightforward for individuals.  Part two of SensibleInvesting.tv‘s guide to the RDR explains what investors need to know about the new regime; how they can make sure they are getting the […]

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The Retail Distribution Review – your guide part 1


The Retail Distribution Review came into force on 31 December 2012 and was possibly the biggest shake-up for the UK financial advice industry in 25 years. What is the RDR, what has changed, and what will it mean for investors? Watch this video from SensibleInvesting.tv to see part 1 of their RDR Guide.  

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Putting the current stock market decline in context


There’s no doubt hyperbolic headlines depicting the recent falls on the world’s financial markets are potentially anxiety-inducing. With the FTSE 100 Index falling to its lowest level since April 2017, the effect of the headlines is to promote a sense of uneasiness; we’re here to remind you that this shouldn’t be the case. Instead of […]

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Inheritance Tax is an avoidable tax


It is often said that Inheritance Tax is an avoidable tax, but many of us somehow fail to avoid it. Why is this? In our experience, clients’ failure to plan effectively is a result of the following perceived problems: Speed – How often will the thought of having to survive 7 years from the date […]

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What went wrong with the forecasts?


Reading the tea leaves Investors at year-end are inclined to reflect on the 12 months gone and muse on what the coming year might bring. Aware of this appetite for speculation, themedia tends to feed it with forecasts. These articles can be fun to read, but are even more so a year later. In January […]

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What should investors make of bitcoin mania?


Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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