INSIGHTS     WORK WITH US     LOGIN

Investing money

Home » Archives for January 2022 The GLOBAL markets just now are all on a low probably stemming from low employment statistics in the US and there is sweet nothing that anyone can do about this.     Admittedly it would be different if say the US market was down and...

Investing to get something like 14.51% a year

When anyone advertises fund performance the Financial Conduct Authority lays down the ground rules that this must reflect a minimum of 5 years otherwise it would be all too easy to quote a performance that is the proverbial flash in the pan.   What the regulator is...

Investing, is straightforward – right?

Home » Archives for 2021 I don’t doubt that many people will think that investing is relatively straightforward and they would do a good job themselves, and to be honest on a lot of occasions that “might” just be true – but it certainly doesn’t apply over the last few...

Moving Pensions

Moving a defined contribution pension (DC) is not as easy as some clients think, because advisers invariably have to do a fair bit of groundwork, and it’s not as simple to merely fill in a form and off you go. What any adviser needs to do if they are looking at a...

Apathy

Home » Archives for October 2021 The biggest danger that I see all the time – and almost in every direction is APATHY. On a few occasions when I have been asked to transfer money from a self-invest platform to our advised platform, I come across cases where people...
Asset Allocation

Asset Allocation

Asset allocation is the phrase used by financial professionals and might sound fancy – but all it is – is a spread of investments. When I place a persons investment money into funds, it’s common sense that you don’t put them all in the one area. Say for example I was...