If you are looking for a financial planner to work with, you are likely to be in for a long term relationship, so it makes sense to look at more than one to increase the chances of finding a good match. So with that in...
You can’t control any of the ‘stuff’ that happens in the economy or the market. Sometimes those events will be better than you expect; other times worse. The best approach is to focus on what you can control and ignore the rest. ...
While owning a single global market fund for your equity exposure would be less interesting at dinner parties than holding a clutch of sector specialists, it might just give you more time (and money) to get on with enjoying your life....
The issue with property as an investment is not the underlying asset class per se but the form in which the exposure to it is obtained. Buildings are difficult (and expensive) to sell quickly should the need for unusual amounts of cash suddenly arise....
Image by maxmann on pixabay.com We have seen several people recently who arrived with an existing portfolio on which they have been taking advice for several years. This is not uncommon, given that people with existing investments have either been managing it themselves or they have...
Photo credit: M.G.N. - Marcel on VisualHunt / CC BY-NC-ND ‘You take a chance getting up every morning, crossing the street or sticking your face in a fan.’ Police Lt. Frank Drebin, ‘The naked gun’ Many of the people whom we encounter, when asked about their attitude to...
Image from Jugbo on VisualHunt.com In 1997, an Austrian racing driver called Alex Wurz achieved every car racer’s dream of securing a seat in Formula 1. His first team was Benetton, where he substituted for his countryman Gerhard Berger in Montreal when the latter was ill. Having...
Image from rawpixel at Pexels.com One of the most hotly debated questions in finance is whether markets are efficient at setting the correct prices for assets. The implications of the answer are profound for investors because if they are not, then there must be significant opportunities for...
It is very easy to find ourselves drawn into communicating with ‘people like us’ because it is just easier and less stressful than engaging with someone who will always argue with us...
In order for any plan to be effective, it needs to be sufficiently realistic and detailed to meet their needs. It also requires commitment to stick with it, particularly when things are not going as expected....