Who knew that drinking beer could be perfect preparation for my next exam?! It’s in May by the way (up next is RO3 - Tax), and good timing to be fair as the recent April Budget made several changes to different taxes
If ever there was a need to be reminded that stock markets respond to news (especially of the bad variety), the onset and spread of coronavirus is it.
From time to time I am asked to pen an article for the trade press. Below is my latest copy which provides an explanation of the differences between Dimensional Fund Advisers and Vanguard. I write about DFA whereas Vanguard is reviewed by Martin Green of
Whilst I haven’t yet perfected the 'Mo Bot' I have been busy putting in some extra mileage for you…
On top of the recent fee reductions by both the Standard Life and Nucleus Wrap Accounts Vanguard has weighed in and slashed its fund management fee by up to 50%!
We are delighted to announce that following lengthy discussions with Standard Life we have managed to secure a 'large firm' discount on your Wrap charge with immediate effect. This is great news and coupled with the low 'institutional' fund charges you already enjoy -- from
Good news in that next year’s ISA allowance has been raised to £11,520. Naturally we will give you the opportunity to use this at your next review meeting either by investing new monies or via our Bed & ISA service.
In a NY Times feature, Dimensional vice-president Mark Gouchner discusses the benefits of remaining invested in a well-diversified portfolio over the past decade - and he uses his own retired parents as an example!
This year's ISA allowance has been increased to £11,280. Naturally we will be covering this with you at your next planning meeting. Should anyone wish to make use of their allowance before then, either by investing new monies or via a Bed & ISA exercise,
As film quotes go, there can’t be many better than Forrest Gump’s, "Life is like a box of chocolates …you never know what you're gonna get”.