Out thoughts and ideas on investments, financial advice and planning..
Each quarter we share a market performance and asset class commentary.
Why Investors Might Think Twice About Chasing the Biggest Stocks
This year’s markets have show just how difficult market timing is.
What is the role of bond funds in a portfolio?
A brief guide to Inheritance Tax and the possible tools to mitigate it.
Creating a sustainable retirement income.
Taking Stock of Lump-Sum Investing vs. Dollar-Cost (or Pound-Cost) Averaging
Nobel laureate Eugene Fama explains why long-term investors should know the reasons they’re investing, understand risk, and not focus on short-term ups and downs.
A comment on the commitment to value stocks.
How much should you fear a bear market?