The office is closed 05.05.2017

The office is closed 05.05.2017

The Fee Paradox – manager fee rates are down, but investors are paying more [links to 32-page pdf]

What’s a reasonable amount of time to wait for a response to an email?  I agree with a lot in this article, but I don’t think I could ever wait a year before replying to an email! [3 min read]

Three Things That Will never Change in Wealth Management  Well said.  [3 min read]

Do you love winning more than you hate losing, or vice versa?  And how does your tendency gel with your chosen career?  [2 min read]

Why Baby Boomers Won’t Destroy the Stock Market in Retirement US centric, but the same demographics broadly apply in the UK.  [3 min read]

And finally.  How’s your Happiness Portfolio doing?  [3 min read]

Whatever you’re up to this weekend, I hope it’s a good one.

Warm regards

Carolyn