Joined day-1 of the 117-mile walk in memory of Lord (Mike) Jones this morning, raising funds for the hospital unit where he was treated after suffering a haemorrhagic stroke.
Doubt is not a pleasant condition, but certainty is an absurd one. — Voltaire
Earlier this year, in collaboration with world-leading fund manager Dimensional Fund Advisors, we issued an online survey to gather feedback on the Wealthflow client experience. Dimensional have since gathered data on the views, opinions and behaviours of over 18,000 investors worldwide (all responses were confidential and anonymous) and a snapshot from Wealthflow respondents is as follows.
Investment belief: the judgmental vs. systematic debate Latest independent SPIVA outcomes: the year-end data for 2016 is now available and continues to illustrate that only 10% to 20% of active managers live up to their market beating (more expensive) promises. Over 15 years in the US around 60% of all equity funds fail to survive […]
A new inheritance tax allowance was introduced in 2015. But the headlines that claim it will give people a £1 million nil-rate band need closer scrutiny.