Author: Duncan Orr

The September 2022 Mini Budget was described by some as the “KamiKwasi” Budget. Whilst we won’t comment on that...

Spending patterns in retirement How to fund your desired future lifestyle is a key part of retirement planning. Underspending,...

The bank of Mum and Dad (BOMAD) is often referred to by parents, children and various media outlets as...

What does a century of economic cycles teach investors about investing? Markets around the world have often rewarded investors...

Spreading the risk When constructing an investment portfolio, its common to have a mixture of riskier assets (usually shares)...

On 12th June Bloomberg reported, “The history books may not judge it as such, but the UK is sliding...

Historically, many UK investors had portfolios which were very biased towards shares listed in the UK. This could have...

One of the big decisions for parents, grandparents and eventually students is “do I repay my university expenses”? You’ll...

In previous blogs we’ve looked at the how and the why of investing, providing the evidence behind how to...

Rising inflation and rising interest rates are triggering investors to think about the best way to invest and protect...