Top 10 Investment Tips

The media would have you believe that a successful investment experience comes from picking stocks, timing your entry and exit points, making accurate predictions and outguessing the market. Is there a better way? It’s true that some people do get lucky by making bets on certain stocks and sectors or getting in or out at … Continued

How much is financial advice worth?

Treating Customers Fairly The Financial Conduct Authority (FCA) has a policy that advisers must follow called Treating Customers Fairly (TCF). I actually find it worrying that something so basic even NEEDS a regulatory policy and its very own acronym. But apparently lots of advisers don’t treat their customers fairly. Surely, any reasonable adviser would want … Continued

The value of proper independent financial advice could be 10% each year!

There appears to be a perception that independent financial advice is expensive and unnecessary.  In a recent article in our Long And Winding Road series, B&Q and Financial Planning, I discussed the implications for independent financial advice given the rise of the DIY investor. In a recent report KPMG  highlighted a significant rise in the … Continued

A “failed experiment”?

Our client portfolios often include funds from Dimensional Fund Advisers (DFA) so we thought it might be interesting to hear some words of wisdom from the horses mouth. Today we have a guest blog from Weston Wellington, Vice President of DFA. Weston is known for his insightful analysis and ability to communicate in an interesting … Continued

Team GB’s Olympic Success Predicts Bumper Year for UK Investors

The Olympics are over for another four years. What an amazing spectacle and didn’t Team GB do well? Even a total Bah Humbug like me who expected a national disaster complete with traffic chaos and disappointment in the medal targets couldn’t help but be carried away with the mood and the media coverage. There has … Continued

Rolling dice or playing poker?

According to today’s Financial Times, “The Bank of England signaled it was likely to pump billions into the economy, after slashing its forecasts for inflation on Wednesday and saying output was likely to stagnate until next summer.” (my emphasis) Financial markets around the world seem to be predicting poor results for the foreseeable future. Fortunately, … Continued

Beat the goalie

It seems I can’t turn on the TV these days without Robert Peston whinging on about the European Debt Crisis and the possible collapse of the Euro. The same is also true of radio and the printed press. So what is really going on and what should we do? Lets be honest, Greece is effectively … Continued