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.
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
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
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??
With me not being a natural writer, I’ve done my very best to stall actually putting anything down on paper, but Jeremy tells me that time has come to start the engine…so here goes!
We are delighted to share that Jeremy has recently been awarded the status of CFP ™ Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment.
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.
“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
‘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!