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Buy and Hold

Investment Portfolio

Why we rarely ever change our portfolios

“The stock market is a device for transferring money from the impatient to the patient” - Warren Buffet Occasionally a client will ask me why we rarely change our portfolios. I think this is a fair and legitimate question at the best of times and with

Brett Investment - Stock Market Results 2013

January – a turbulent month for some

For those that like to keep an eye on the market you will undoubtedly have noticed that global financial markets have had a turbulent start to the year. Having worked with most of you for many years now I am confident that you will now have

2021 – a year of recovery and awakening

Although 2021 marked a further year of uncertainty there were definite signs of a return to a more normal life following the onset of the COVID-19 pandemic in 2020. Stock markets continued to climb higher (and showed, yet again, there ain't no crystal ball when

Record Highs! What do we do??

“What goes up, must come down!” But does this ring true for shares too? Physics and investing are two completely different topics, but humans are conditioned to think that after a rise in something… there must come a fall.

Happy Investor

The Happy Investor

To say that “money isn’t everything” is more than just a cliché. Studies in the early 1970s demonstrated that happiness had not increased in line with income over the previous half century. Today the developed world is wealthier than ever but ‘how to be happier’