Blog
Out thoughts and ideas on investments, financial advice and planning..
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.
Large And In Charge?
Why Investors Might Think Twice About Chasing the Biggest Stocks
The Difficutly of Timing the Market
This year’s markets have show just how difficult market timing is.
The Role of Bonds
What is the role of bond funds in a portfolio?
Guide to Inheritance Tax
A brief guide to Inheritance Tax and the possible tools to mitigate it.