Your budget is an essential part of your financial plan; trying to navigate your financial life without a one is like getting on a plane without a ... Read More >>
A look at estate planning with a focus on taxation for those with a UK connection either presently or expected in the future. Read More >>
Expats in Hong Kong have some financial planning easy wins that need looking at. There are a couple of exercises we recommend to our clients and co... Read More >>
When most people think “Financial Plan”, they just think investment strategy, and even for most financial advisers, wealth managers, IF... Read More >>
Why we suggest you "Do Nothing" rather than make a knee jerk reaction when reacting to media noise around market up and downs. Read More >>
The Japanese kanji for crisis comprises two symbols: one representing danger and the other ‘opportunity’. With the world staring into t... Read More >>
In these times people focus on matters that are important but not always top of their 'to-do' list. Here we look at the importance of Wills... Read More >>
Picking Stocks is a popular service by many. Here we look at the recent success or otherwise of one of the largest in the business, Goldman S... Read More >>
Ever wondered why short-dated quality bonds are included in your portfolio? In short, they are there to protect the portfolio when markets head ... Read More >>
Most human beings find it difficult being investors, especially when markets are volatile. To keep your portfolio at your target risk budget (60:40... Read More >>
It's been a wild few weeks in the market as investors try to gauge how the coronavirus will impact global growth and corporate profits. When st... Read More >>
World news has never been more on tap. We all connect to news, social and other online media throughout the day. By and large this is a positive th... Read More >>
2020 is off and running. Here are our easy to execute financial best practices for 2020 and beyond. Taking note of one or all the suggestions will ... Read More >>
In our fast moving 'always on' world it is ever more important to focus on what you can control and to think and worry less about what you ... Read More >>
An obvious liquidity mismatch exists between a fund investing directly in ‘bricks-and-mortar’ propertie... Read More >>
Fund managers that reliably outperforming are few and far between, difficult to identify in advance and ultimately destined to stop outperforming &... Read More >>
Now, what if we asked how long you could go without being moved by the latest headline news? Impeachment unrest, Hong Kong protests, Brexit stress,... Read More >>
It’s yet another big week on the Brexit journey. This weeks’ drama focuses on the Supreme Court where judges will determine the legalit... Read More >>
Owning equities in portfolios is not easy. Yet, the very nature of the uncertainty of outcomes is why decent ... Read More >>
For many investors – particularly those in retirement - the question ‘how long is long-term? could also be translated as ge... Read More >>
The fall of Neil Woodford has some powerful lessons for us all. Diversification is on of the most important elements of successful investing, somet... Read More >>
It's an important time for retail investors, one that will change the retail investing landscape for the better. Here we share with y... Read More >>
There are two elements to trusting an adviser. The first is a conscious decision: Is the adviser competent? The second is sub-conscious: Does ... Read More >>
A good adviser will save you a lot of money and potentially a lot of worry. Choosing one is not easy and requires some work, but it is worth the... Read More >>
There’s a war on for your attention and the biggest casualty is often your precious time. Constantly updating media, 'helpful' apps a... Read More >>
You would think that any reasonable person would be acutely aware of the need to keep investmnet costs down. You might also reasonably expect that ... Read More >>
Warren Buffet’s annual letter to Berkshire Hathaway investors is always worth a read; they are often entertaining and always informative to a... Read More >>
Investment costs must be reduced where possible as any savings will compound in the investors favour over time. Costs are one investment variabl... Read More >>
Paying your UK National Insurance (NI) contributions while you’re offshore makes complete sense. Doing so mea... Read More >>
There are so many investment-impacting behavioural biases. Some biases are more significant (or harmful) than others; hindsight bias can be especia... Read More >>
We all get emails suggesting that active managers can beat the market (or their very specialist bit of it). The evidence suggests otherwise and the... Read More >>
Take a moment to step away from the daily turmoil, and honour the life of one giant man. John “Jack” Bogle. Read More >>
What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the w... Read More >>
Are you ready to get a jump on 2019 Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Eit... Read More >>
Investors like to copy the investment strategy of well-known fund managers. Others try to emulate the endowments of top American universities. But ... Read More >>
Just like Henny Penny (aka Chicken Licken) headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield... Read More >>
Everyday, we get helpful suggestions on how best to invest our money and what we should be doing to our investments ‘armed’ with the... Read More >>
"If you as an investor would like to have a top quartile investment return over the next decade: index" Sage advice from Charlie Ellis, r... Read More >>
Investing with one eye on the news headlines can be a hazardous occupation. We risk acting on news that’s already priced in, or making lon... Read More >>
Browse the money section of your preferred weekend newspaper and you would be forgiven for thinking that fund managers routinely beat the market.&n... Read More >>
Whether you’ve been investing for decades or are just getting started, at some point on your investment journ... Read More >>
Latin America and other Emerging Markets are returning to vogue. As you consider your allocations do be mindful of the Active vs. Passive return pr... Read More >>
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