Financial planning

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. ...

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 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...

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....