15 Jan The power of compounding over time
To start 2025 here is a quick reminder of the power of compounding returns over time, a very important basic insight of investing. ...
19 Dec Setting sensible expectations for investment returns
The financial planning process is a key mitigant for investors against the risk an unknown future poses to one's financial goals....
14 Nov A risk-focused approach to investing
Our Investment Committee, which is responsible for the ongoing oversight of the investment solutions we offer, considers itself to be a risk manager rather than a performance manager....
22 Oct Importance of rebalancing
Rebalancing is the practice of realigning the components of a portfolio of investments back to a target allocation....
25 Sep Investing is simple but not easy
Investing is simple but not easy. It comes with emotional pressures that make it hard to sustain a long-term focus and commit to your investment policy....
01 Aug Bonds, a bounce back for some
For many 2022 was their first real experience of bonds falling in value at the same time as equities but what has happened to bonds since....
18 Jul Avoiding the emotional cost of investing
While we all like to think that we are capable of making rational decisions, it appears that when it comes to investing, a switch inside even the most sensible person seems to flick, and rationality disappears in a cloud of emotion....
06 Jun How much is enough of a good thing
In the investment world, the invention of the index fund was a moment when investors were handed a big bowl of index-flavoured ice cream but is this now too much of a good thing...
24 May Investment research committee
Meeting your financial goals so that you and your loved ones are free to live the lives to which you aspire requires high-quality, ongoing financial planning and the construction and maintenance of a robust, well-diversified, long-term investment strategy...
02 May Tempering FOMO and regret through diversification
Most investors are aware that in the past few years the US market has delivered above average returns, compared to many other markets and might feel some regret over not holding more US exposure....