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Investing

New Website – Coming Soon!

We are close to launching our brand-new website.   The journey has been nothing short of fascinating, and we’re looking forward to unveiling the website (mark 3) to you over the new few weeks.

Memories

People have memories, markets don’t…

After a rip-roaring year in 2021, global stocks were disappointing in 2022. No region was immune from the pain, with US, developed, and emerging markets all ending the year deep in the red. Compounding this was an equally painful fall in the value of bonds. Each asset

Douglas Diamond Nobel Prize

From 4 to 5…

We are delighted to announce that recently Dimensional's number of board members with the prestigious Nobel Prize has increased from 4 to 5 with the announcement that Douglas W. Diamond has been awarded the Nobel Prize in Economic Sciences.

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

Another sketch in (on) the wall…

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!