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Diversification within the USA
As the year comes to an end, 2024 has undoubtedly been an election year. Voters in 64 countries were expected to turn out in greater numbers than ever before this year to choose their nations’ future leaders. As a major…
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Why a 1% advisor fee may be worth it
Many people ask us: Is working with a financial advisor REALLY worth the fee? It’s a valid question. No one likes the idea of paying fees unless they fully understand, the benefits and these can be extremely difficult to comprehend…
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Read morePaying Attention: The High Cost of Investment Fees
There is no doubt that fees will have a significant impact on your investment return over the long term. Before opening an investment account with or without a fiduciary financial advisor, make sure you are aware of the potential…
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Mastering Your Finance: A Guide to Budgeting and Investing
In the world of personal finance, budgeting and investing go hand in hand. While budgeting helps you manage your finances day to day, investing is crucial for building long-term wealth. One common question that many people have is, …
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Read moreUnderstanding Herd Behaviour in Financial Planning
Rudolph was taunted by the reindeers, who were behaving cruelly in accordance with herd behaviour. But who can blame them? Herd behaviour plays a significant role in shaping subconscious decisions made by individuals and institutions alike. This phenomenon tends to…
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Risk Versus Reward
What is risk and volatility? There are risks associated with any investment. Risk is associated with returns, which implies that investments with the highest return potential also typically have the highest risk of loss. Additionally, safe investments usually yield lower…
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Read moreThe Anchoring Bias – Sailing Smoothly
What is anchoring? It is common for people to place a disproportionate amount of weight on the first piece of information they are given regarding an event, subject, or choice. This is referred to as anchoring. Are you a person…
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Decoding Yield Chasing: A Roadmap for Financial Planners to Navigate Risks and Rewards
In the world of investing, the allure of chasing yield can be tempting, promising attractive returns in the short term. However, the pursuit of high yields often comes with significant risks that investors must carefully consider. When chasing yield,…
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Read moreTalk yourself out of the market portfolio
Owning a global equities fund allows an investor to invest in the capital markets in an easy method by providing them with a diverse basket of stocks from companies all around the world. Maybe a tracker for the worldwide…
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Buying High and Selling low
Buying high and selling low may sound counterintuitive, however, the relative strength strategy demonstrates buying stronger companies and selling relatively weaker performers may result in a positive return. This article isn’t about relative strength strategy but about the behavioural…
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Read moreInvesting at every peak
How I found out about the worst market timer ever. Written by George Adkinson. When I first started investing, I was worried about how much impact one decision could have on my financial future. I realised early on…
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The October Effect
What is the October effect? There is a theory known as the October effect, where stock prices fall in October. Since most statistics contradict the hypothesis, it is thought to be more of a psychological event than a real…
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