Category Archives: Investments

Advice and posts on Investments

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 […]

Premium Bonds – A good investment?

Premium Bonds – A good investment?

Premium bonds are an incredibly popular savings vehicle with over 21 Million bond holders and around £72 Billion ‘invested’. And yet, they really aren’t a savings vehicle at all. There is no interest rate although NS&I provide a guide ‘return’ of 1.4% (effective from 1st December 2017). But this return is in the form of […]

Sustainability Without Compromise

Socially responsible investing

Investors around the world are increasingly conscious of how business practices may impact the environment and, in turn, future generations. As a result, many investors are interested in how to align their sustainability values with their investment goals. More than 10 years ago, Dimensional launched its first sustainability investment strategy, based on the idea that […]