We are proud of our long-term relationship with Dimensional Fund Advisors. Dimensional currently manages in excess of £200 billion for long-term investors. One of the cornerstones of Dimensional’s approach is a client base committed to investing through all market cycles, both good and bad. Buy-and-hold investors enable Dimensional to keep turnover and transaction costs low, which adds to the investors bottom line….

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Yet again, the markets are spooked by the European debt crisis.  By now, you may be feeling like you’ve heard more about the Greek economy than you ever wanted to know.  Last month, the Eurozone members agreed to write down half of the Greek debt owned by the private sector, and recapitalise Europe’s banks. Problem solved, right?  Unfortunately, the ink…

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The New Retirementality For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider that your retirement could last for 30 to 40 years, it’s easy to see that your planning won’t end once you transition out of the work force. Chances are that the things you want…

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With the debate over the U.S. government debt, the debt woes in the Eurozone, and talk of a double-dip recession–suddenly fairly complex economic issues are showing up in the mainstream news.  In our own conversations with clients, we recognise that sometimes the lingo used in the financial services and economic world can become a bit confusing–especially to people whose idea…

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As a Certified Financial Planner (CFP) I have worked with a number of leading law firms in recent years and I can see enormous potential in solicitors and financial planners forging closer links, to considerable mutual benefit. I see this most clearly in what has been called the Holy Grail of financial planning – ‘lifetime cash flow modelling’. This holistic approach…

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