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Our
Clients
Financial
Planning
Investment
Philosophy
About
WealthFlow
Latest
Comment
Contact
News archive from WealthFlow
Missing the best days in the market
Most investors – at some time – will be either tempted to time when to be in or out of equity markets – or wish they had when markets fall.
The error of reacting to market falls
Being an investor is never easy because, as humans, we tend to live in the moment responding to our emotions, the environment around us and the circumstances we find ourselves in.
People Have Memories. Markets Don’t.
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago.
Looking forward to 2023
Uncertainty abounds – it always does. Basing investment decisions on forecasts or judgments is generally best avoided. Such forecasts or predictions can be used to create accountability, or perhaps at best just for a bit of fun.
Getting Rich Quicker – Costs Matter
It is remarkable how relaxed some investors are about letting others dip their hands in their pockets to extract high fees. The problem has two root causes.
Expected Outcomes
When building your financial plan, we look to calculate your future incomings and outgoings. Some outgoings – particularly those that sit out into the distant future – may require your assets to be invested into a portfolio consisting of stocks and bonds.
© 2023 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy
Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.
Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.
Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.
© 2023 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy
Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.
Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.
Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.