East Sussex

Info Graphic: World Stock Market Performance and the Media

This info graphic takes a look at how, despite the doom, gloom and media speculation, economics, politics and hyperbole tend to have little effect on the way investment markets see the world. The moral?  Ignore the media “noise” and stay disciplined in your investment strategy. Click the image to enlarge


Buying a Piig in a Poke?

During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs.  They were Portugal, Italy, Ireland, Greece and Spain. It all seems such a long time ago now, but back in 2008 and 2009 we were wondering whether the […]


The Closet Monster

What is potentially worse than putting your money into a high charging actively managed fund (where the managers make investment forecasts and timing decisions with the goal of outperforming a benchmark)?  Putting your money into an actively managed fund that charges high fees and that to a large extent holds the same shares as the […]


Truly Independent Financial Advice

One of the largest UK IFA networks, Sesame, has recently announced that it is removing all of its member financial adviser firms’ independent status.  All financial advisory firms that operate under the Sesame umbrella will now be offering their clients restricted advice. You may recall the financial advice industry underwent some significant changes at the […]


Take your eye off the ball

Sometimes we focus so hard on something we think is important, we become oblivious to significant events right under our noses. This is the idea behind The Invisible Gorilla, a book based on a series of experiments by Christopher Chabris and Daniel Simons. The centrepiece of their work is a short film in which two […]


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Navigating the care home system

What you need to know about looking for a care home Funding and sourcing Long Term Care is becoming a major concern not just for those about to require Long Term Care and navigating the pitfalls of the State system, but also for children forced into sourcing what they hope will be suitable care for […]

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Volatility in global stock markets

Here’s one final word on the recent volatility in Global stock markets. As always, Carl Richards put this into context with one of his graphics and a few words… Normal Can Feel Scary… Imagine being in a boat in the ocean on a very still day. No wind. No swell. The water is as flat […]

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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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