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Testing Market Timing 7th March 2016

Equity markets tend to be cyclical. Positive periods are followed by negative periods, which are then followed by positive...

Closet indexing 12th February 2016

You are probably familiar with the ‘Emperor’s New Clothes’, a short tale by Hans Christian Andersen about two weavers who...

Be wary of forecasts 2nd February 2016

Don’t believe everything you hear from forecasters January can often be referred to as the ‘funny season’ in financial...

2015 in Summary After several years of seemingly uninterrupted growth, 2015 was marked by increased volatility. The year got...

At the beginning of a new year it’s a customary time to speculate. In a digital age, when past forecasts...

2016 sees major reforms to dividend taxation. Does it trigger a review of investment wrappers for existing savings? There will be...

The financial services industry works by making products with names that resonate with investors’ emotions. Before the crisis, it...

With so many investment articles to read and webcasts to watch, where do you begin? Every day, thousands of articles, blogs, broadcasts,...

Why would anyone consider giving up their ‘Rolls Royce’ Final Salary pension offering guaranteed, inflation-proofed income, which continues to...

One of our most enjoyable outcomes when helping couples or individuals is reducing their current Inheritance Tax liability. This is...