Category Archives: Investments

Advice and posts on Investments

Secrets of Successful Long-Term Investing

Asking the right questions and following a few key principles can improve your odds of long-term investment success. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that […]

Investment Market Review

Managing Your Financial Settlement

After logging strong returns in 2017, global equity markets delivered negative returns in British pound terms in 2018. The fourth quarter equity market decline has many investors wondering how equities may perform in the near term. Equity market declines of 10% have occurred numerous times in the past. The S&P 500 returned –11.5% in the […]

Video – Markets Rewarding Discipline

The truth is, we never know what direction the markets will go in the short term, and being a successful investor relies on learning to live with that perpetual short-term uncertainty. The team at Dimensional Fund Advisors have kindly created a short video highlighting how ‘Markets Reward Discipline’. I hope you find this both informative […]

Coping with Financial Uncertainty

When financial markets are volatile, you often hear that “uncertainty” is the cause. This suggests that uncertainty comes and goes, but because financial markets are forward looking, and because the future is unpredictable, investors must cope with uncertainty all the time.   That can be hard, especially in volatile periods when the value of your investments is fluctuating […]

Invitation: “Principles of Successful Investing” – at The New Club, Edinburgh

In celebration of another exceptional year at Wealthflow we are delighted to invite clients and professional connections to hear our guest speaker David Swanwick, present “Principles of Successful Investing”. David is Vice President of Dimensional Fund Advisors (London). He regularly works with financial planning firms in the UK, Europe and globally to aid delivery of […]