Blog
Out thoughts and ideas on investments, financial advice and planning..
Do Downturns Lead To Down Years?
Volatility is a normal part of investing. Tumbles may be scary, but they shouldn’t be surprising.
Q1 2021 Market Review
A market performance and asset class commentary.
Active vs Passive – Active Funds Fail The Test
We look at the performance of active vs passive investment strategy and Morningstar’s latest semi-annual Active/Passive barometer.
Pension Lifetime Allowance Freeze
Last weeks budget was one of freezing tax allowances. We look at the implications of the Pension Lifetime Allowance freeze.
End Of Year Tax Tips
Some important and valuable tax-planning opportunities ahead of the tax year-end.
2020 Annual Market Review
A market performance and asset class commentary.
What to make of Bitcoin?
Some thoughts on why we wouldn’t invest in Bitcoin or other cryptocurrencies.
Looking Back On An Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
An Exceptional Value Premium
Dimensional Fund advisers point out just how extreme an outlier recent value stock underperformance represents.
Q3 2020 Market Review
Each quarter we share a market performance and asset class commentary.