“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
After last year’s relative calm, you will no doubt be aware of the recent increase in stock market volatility. For some this might create a feeling of anxiety and tempt them to react and make changes… personally I wouldn’t view this type of response as
In 2008, we (Brett Investment), along with a group of other like-minded professionals, formed a study group to connect our firms. All of us faced similar business challenges as we moved from a traditional financial services model to an independent fee-based advisory business.
One of the newest, but best, effects of true price competition here in the UK has been the way that Lidl has changed the shopping habits of many. In the murky world of fund management charges Vanguard has been having a similar effect.
During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs. They were Portugal, Italy, Ireland, Greece and Spain.