Personal Invite – London Seminar

July 26th, 2010

Would it be OK if life got easier?

I’m attaching what I hope will be great news for you.  We’re hosting Dr Maria Nemeth in London 17th – 20th November 2010, [...]
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Question – Investing truths?

July 22nd, 2010

Question. Duncan, I’m not a client of Wealthflow but can you give some generic guidance on how to invest smartly?

Answer. Some people believe investing has to be complicated. In fact, becoming [...]
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A Careful Balancing Act

July 5th, 2010

I read an excellent column in last week’s FT which addressed the issue of portfolio rebalancing. This might sound a somewhat tiresome and technical subject but it is actually one of the [...]
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The Role of Financial Advisers

July 2nd, 2010

One of my favourite books is Winning the Loser’s Game by Charles D Ellis.  Here Charles Ellis discusses the role of financial advisers, the basic principles of investing and Winning the [...]
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Budget – Capital Gains Tax

June 24th, 2010

Just in case you missed the changes to Capital Gains Tax (CGT), here they are:

The most widely anticipated change was an increase to the rate of CGT, which could have [...]
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