Version (V1) of Brett Investment was very different to what we offer our clients now.
It has moved from financial advice (our version 1) to financial planning (V1 + cash flow planning = our Version 2) to what you now get to experience (V2 + a
It’s maybe this time of year (with the Brett family summer holiday just around the corner) but I find myself moving into introspection mode.
In truth, I’ve been thinking about this for a while so I wanted to take a moment to reflect on the power
Whilst 2022 proved a difficult year for most investors, from a personal perspective the year finished well with me passing my first exam (for those interested it was the exciting subject of Regulation & Ethics!).
For a while it felt like a hurdle that I was
If you are anything like me, you’ll have a bunch of everyday tasks you look to blast through each morning…brushing your teeth, making the bed, buttering your toast. Tasks that just seem to get in the way.
Whilst I’m aware I do this, I’m just keen
I know that the odds of crashing are very low – I know I am going to land safely. I know all this but why am I now so twitchy about flying…and what has this got do with how you might be feeling right now??
“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
Many of you will have heard me say “all you need to know about investing” is contained in the four sketches on our office wall. You know the ones about rear view mirrors and Greed/Buy, Fear/Sell…repeat until you are broke!