How does a falling Pound affect your investments? 10th October 2022 Apart from the wider economy, you may be wondering what affect the falling Pound Sterling is having on your... Read more
Pension funding opportunities 28th September 2022 The September 2022 Mini Budget was described by some as the “KamiKwasi” Budget. Whilst we won’t comment on that... Read more
Funding your lifestyle in retirement 16th September 2022 Spending patterns in retirement How to fund your desired future lifestyle is a key part of retirement planning. Underspending,... Read more
More pressure heaped on the Bank of Mum and Dad 1st September 2022 The bank of Mum and Dad (BOMAD) is often referred to by parents, children and various media outlets as... Read more
Stock market returns through a century of recessions 28th July 2022 What does a century of economic cycles teach investors about investing? Markets around the world have often rewarded investors... Read more
Equities and bonds are supposed to dilute risk 22nd June 2022 Spreading the risk When constructing an investment portfolio, its common to have a mixture of riskier assets (usually shares)... Read more
Investing in a recession 16th June 2022 On 12th June Bloomberg reported, “The history books may not judge it as such, but the UK is sliding... Read more
The problem with investments biased to the UK 13th June 2022 Historically, many UK investors had portfolios which were very biased towards shares listed in the UK. This could have... Read more
Pay or delay university fees and loans 30th May 2022 One of the big decisions for parents, grandparents and eventually students is “do I repay my university expenses”? You’ll... Read more
Concerned about short term investment fluctuations? 16th May 2022 In previous blogs we’ve looked at the how and the why of investing, providing the evidence behind how to... Read more