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
‘Financial planner’ and ‘Elton John’ don’t often get to feature in the same sentence but if as Elton sings “sorry seems to be the hardest word” maybe it should happen a wee bit more…
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!
With the continued heart-breaking footage coming out of Ukraine and with more sanctions being imposed against Vladimir Putin and his cronies I am sure you might be wondering if you have any exposure to the Russian Financial Markets.
For quite some time we have discussed how Brett Investment can contribute towards a 'BettrWorld'.
More recently we have spoken about making a financial commitment to causes we feel can make a real difference.
At its most basic level financial planning is about calculating how much money you will need to live the BEST VERSION of your life, no matter what happens. Basically, how much is ENOUGH?
A funny thing happened to me the other day - I bumped into a couple who I’d had a pre-Covid‘ Discovery’ meeting with some two years before. They seemed particularly pleased to see me, quickly crossing the street to say hello and to thank me.
It hasn’t been the start to 2021 that many of us were anticipating. With lockdown reimposed and restrictions tightened almost weekly, the coronavirus pandemic continues to dominate our way of life. For Brett Investment however, we have been able to reinstate our ‘new normal’ and