Sudden Wealth Case Study

Do you dream of waking up one morning to realise that you are rich with sudden wealth? If you just sold your business, received a substantial inheritance, or obtained a hefty legal settlement, you are now in a position envied by millions. Regardless if your wealth is a newfound friend or an old pal, any […]

Retail v Institutional (Active v Passive) Management

This week’s Financial Question is about the ‘active v passive’ management debate. QUESTION: Duncan, intuitively I’ve always believed that ’active fund management’ was the right strategy for my portfolio, but colleagues in the States tell me that the academic research suggests otherwise.  What’s your view? ANSWER: One intuitive, albeit misguided suggestion is that an active […]

The ‘Credit Crunch’ Explained

Ever wondered, “How did it get so bad so quickly?”  How did the cleverest financiers get us into this credit crunch?  Who should we flog publicly I hear you cry?  How could we create a $457 trillion global derivatives market leveraged on global Gross Domestic Product (the total market value of all goods and services […]

Alternative Investments

This week’s Financial Question is about alternative investments. QUESTION: Duncan, in these difficult times, should I be looking to alternative investments, the glossy financial magazines appear to think so? ANSWER: A recent magazine cover showed a dejected businessman sprawled on a pavement, an open briefcase beside him and a thought bubble over his head proclaiming that […]

Holistic Financial Planning

Posted in Friday’s Financial Question. This week’s Financial Question is about holistic financial life planning. QUESTION: Duncan, ‘holistic financial planning’ – is it not all a little quirky and touchy feely for us Brits? ANSWER: Surprisingly it’s more ‘kicky punchy’ than touchy feely – allowing you time to visualise your personal goals before asking your […]