Getting to the Point of a Point

The news often reports that the stock market has risen or fallen by a certain number of “points.” These types of headlines may make little sense to some investors, given that a point for an index and what it means to an individual’s portfolio may be unclear. The potential for misunderstanding also exists among even […]

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

More than money management skills

Explore Your Money Choices

The education gap in the area of personal finance is becoming ever more evident. From September 2013, financial education in secondary schools became a mandatory part of the national curriculum, however, thanks in part to teachers not feeling confident delivering the subject, financial education has not been a priority for most schools. Stepping into the […]

Glassey Qualifies for Prestigious “Top of the Table”

Glassey Qualifies for Prestigious "Top of the Table"

Outstanding client service, ethics and professionalism have enabled Wealthflow LLP founding partner Duncan R Glassey to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table – The Premier Global Association of Financial Professionals. Top of the Table status is the highest level of MDRT membership and places Glassey among the […]

Déjà Vu All Over Again

Sticking With Your Goal

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]