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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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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