Investment Advice

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 […]


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 […]


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 […]


How active fund managers have fared against global indices

Each year the S&P Dow Jones Indices release their S&P Indices Versus Active Funds (or SPIVA) Scorecard report. This looks at how active fund managers have fared against global indices. Robin Powell of The Evidence Based Investor gives us his synopsis and a UK focused view on this report. Click image to read: Aside from […]


Stock market crashes and corrections

Current media reports are full of news on new highs for stock markets and market commentaries are rife with suggestions that a crash must be around the corner based solely on this information. History has shown us that world stock market index highs are not, on their own, a reliable predictor of future returns. Is […]


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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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