Category Archives: Wealth Management

Advice and general posts on all matters of Wealth Management

Brexit and Your Portfolio

Brexit and Your Portfolio

Whichever way you voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance the government could fall. One or both of these events would come with […]

Pursuing a Better Investment Experience

10 key decisions that can help investors target long-term wealth creation across global capital markets. Click for downloadable PDF – 10 Point Guide to Smarter Investing July 2018 Investment wisdom courtesy of Dimensional Fund Advisors.

Helping children to buy homes

joint-borrower-sole-proprietor

The 3% stamp duty surcharge on the purchase of second homes which was introduced in April 2016 has posed a problem for parents wanting to help their children onto the housing ladder by buying in joint names. However, some enterprising lenders have devised plans which avoid the problem. These plans are called joint borrower sole […]

Experts, and a One Million Dollar Bet

Financial Predictions

During this week’s global stockmarket volatility, as in 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we leave the new year and venture into 2018, we can look at several examples during 2017 that provide perspective on what guidance investors […]

Wealthflow 2017 Market Review

New Market Highs: Are Stocks Heading for a Fall?

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons build-up, and other factors. The global equity […]