In this week’s blog we discuss how one-third of investors indicate their biggest financial fear is significant loss in a market downturn and why working with a planner can help alleviate these fears. Kicking off this week with the perennial dilemma that first generation wealth can cause when discussing that...
“There’s no harm in hoping for the best as long as you’re prepared for the worst.” ― Stephen King Things have been pretty good for investors in world equity markets over the last couple of years – especially for UK investors where the dramatic drop in the value...
My new blog post is up, discussing divorce and how working with a financial planner can help you to avoid any unwanted surprises. As it was Bastille Day last Friday, I have to start with this one. It’s official – now that Obama is no longer in office, France has...
I read this report recently, stating that there is a shortage of financial planners available to help lawyers dealing with determining divorce settlements for their clients. I have to say I find it hard to understand why this should be the case, as we’re easy enough...
…interesting snippets from around the web. The work you do should never define who you are [3 min read] How much does it cost to have dinner with Warren Buffet? $2,679,001 [2 min read] Eugene Fama discusses his new paper on the new Five Factor model [2 min read] Knowledge alone is never...
My June book review is up on the blog [4 min read] What did Sir John Templeton really mean when he said four of the most dangerous words in investing were ‘This time it’s different’? [3 min read] The most important requirement for a successful investment experience? Know thyself [2 min read] The future...
From a reading perspective, June was a month which contained some unexpected surprises. That’s one of the things I love about reading, you don’t always know what you’re going to get.* The Boys in the Boat – Daniel James Brown This book was recommended to me by...
I liked this article, about how the need to plan doesn’t stop once you reach Financial Independence [3 min read] How much of what you read today will you still care about a year from now? As a self-confessed bookworm, this article struck a chord with me. [2...
“Doubt is not a pleasant condition, but certainty is an absurd one.“ – Voltaire As world equity markets continue to hit new record highs, so the mutterings of ‘experts’ forecasting the next crash grow louder and louder. Of course, at some point, equity markets will suffer a fall – history...
The Financial Conduct Authority (FCA) issued an interim report last November, outlining its initial findings from the examination of the UK asset management industry. Those findings were pretty damning, highlighting the FCA view that, whilst the industry plays a vital role in the UK economy, investors were...