Index Investing


Long term perspective on short term volatility


Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum, and it caused a flurry of activity across world markets. Short term volatility can make investing in shares uncomfortable, but that discomfort comes with the territory and it’s important to keep it in perspective. We manage […]

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Index Funds: Award winning documentary


The 12 step Recovery Programme for Active Investors is a documentary film that highlights what works in investing and what doesn’t. The film was produced and made in the United States by Mark Hebner, but there is overwhelming evidence that the fundamental lessons underpinning this documentary are transatlantic and should be followed by all UK […]

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Avoiding rush-hour traffic


The last business day of May is among the busiest for share traders around the world. It is one of the days that MSCI, a large index provider, re-balances many of its indices; restating the companies it believes to be representative of a particular market. For investors who track one of MSCI’s indices, this is […]

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Video – Power of the Markets


The Stock Market explained This short, easy to watch video explains how stock prices are set and change based on the collective knowledge of buyers and sellers.   Armed with this information, investors can be more confident about the power of the financial markets. video platformvideo managementvideo solutionsvideo player Invest more successfully Once you understand […]

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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

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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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8 Key Questions for the Long Term Investor


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]

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Planning for Long Term Care


In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]

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Worried about the Pension Lifetime Allowance?


What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]

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