by Patryk D. | May 6, 2021 | Investment
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years. The UK market has had positive returns for...
by Patryk D. | Apr 17, 2021 | Investment, Retirement and pensions
Our Q1 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...
by Patryk D. | Apr 8, 2021 | Investment
On this subject, we don’t mind sounding like a broken record. Actively managed funds, after fees, underperform passive funds and their benchmarks over time. Morningstar have just released their semi-annual Active/Passive barometer. It’s a report published twice...
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...
