by Patryk D. | Feb 16, 2021 | Estate planning, Financial planning, Investment, Retirement and pensions
Tax-Tips: April 5th approaches! There are several important and valuable tax-planning opportunities that will be lost after 5 April 2020. With only around 2 months to go until the end of the tax year, there is still time to take advantage of various tax-planning ideas...
by Patryk D. | Jan 14, 2021 | Investment, Retirement and pensions
Our 2020 Annual Market Review is now available for download. A market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial world over...
by Patryk D. | Jan 12, 2021 | Investment
So, what do you think of Bitcoin? This is a question I’ve been asked more than any other over the last few months. Having put some thought into this, I would not invest in Bitcoin. While blockchain technology and even cryptocurrencies may be game changers, I...
by Patryk D. | Jan 11, 2021 | Financial planning, Investment, Retirement and pensions
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. The novel coronavirus was...
by Patryk D. | Oct 26, 2020 | Investment
The value premium is the additional return that we expect to receive from investing in value stocks. That is, stocks that trade lower than their fundamentals. The most common measure of a stocks ‘value’ is the price-to-book value ratio (book value is the difference...
by Patryk D. | Oct 23, 2020 | Investment, Retirement and pensions
Our Q3 Market review is now available for download. Each quarter we share a market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial...
