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Financial Industry

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

The Healthy Optimist

The Healthy Optimist

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

Trusted Adviser Group (TAG)

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.

Brett Investment - Fund Management Charges

The Lidl Effect…

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.

Brett Investment - Europe's Enconomies

Pigs can fly!

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.