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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

News archive from WealthFlow

Equity Markets and US Presidents

The recent US election will undoubtedly cause some investors to question whether portfolios need to change, but second-guessing market prices is an incredibly difficult game which very few people have any success at. To the long-term investor, the current President, be them Republican or Democrat, is largely irrelevant.

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Negative Interest Rates

Today, government bond yields and bank deposit rates sit very substantially – and uncomfortably – below where they were 5 and 10 years ago, in negative after-inflation terms and more-or-less-zero before inflation terms.

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WealthFlow Second-Opinion Service

Our new second-opinion service, exclusively for friends, family and associates of our existing clients, offering an independent review of advice received, to ensure those you care about make informed and considered financial decisions in line with their values, intentions and goals.

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Understanding ESG?

Environmental, Social and Governance (ESG) investing is now a major disruptive force. Businesses are increasingly incorporating ESG considerations into everyday practice, savers are increasingly expecting people and the planet to be considered as part of investing, and financial regulators are on the prowl to make sure that environmental and social factors are scrutinised and disclosed.

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What is risk?

One of the hardest concepts in investing is trying to understand what ‘risk’ really is and deciding how to deal with it. If you asked a fund manager to explain it to you, they would probably provide a lesson on credit, liquidity, and concentration risk (amongst many others) and the volatility of returns, as measured by the annualised standard deviation of returns!

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Warren Buffett & Wealthflow – some shared traits

If you were asked who you thought was the world’s best investor, you might well say Warren Buffett, the Chairman and CEO of Berkshire Hathaway. That would not be an unreasonable answer, given he is worth US$ 71.5 billion today…

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© 2020 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service

© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service