Stock market returns regardless of who lives at Number 10

Stock market returns regardless of who lives at Number 10

Boris Johnson has replaced Theresa May as the UK’s Prime Minister and it’s an opportune time to remind ourselves that in the long-term stock markets provide investment returns regardless of who lives at Number 10. Our election blog post (May 2017) illustrated why trying to make investment decisions based upon political speculation is unlikely to […]

A date for your diary

Wealthflow Money Coach Webinar two stage programme

As the summer break approaches and thoughts might be turning to “next term” we are delighted to bring you an update on Wealthflow Money Coach. Planning and development of both the Webinar Programme and the Workshop Programme is on track and booking for the Sept – Dec 2019 Webinar Programme is now open! https://www.wealthflowmoneycoach.com/product/webinar-programme/ Webinar […]

Woodford’s Woes – A case study on the challenges of active management

Managing Your Financial Settlement

You have probably read quite a lot lately about Neil Woodford’s ‘Dark and terrible moment’, as it has been described in the press.  Due to demand we have written a short note to explain what has gone wrong, who’s to blame and to highlight the important lessons that we can take from it. A case study […]

Investment Insight : Woodford’s Woes

Smarter Investing

Tips on Smarter Investing Neil Woodford – one of the UK’s best known fund managers – has recently had to suspend trading in the Woodford Equity Income Fund. What are the causes and lessons of his ‘dark and terrible moment’ as it has been described? Some investors are claiming not to know how the fund was […]

The Pain and Pleasure of Diversification

Smarter Investing

Could’ve, would’ve, should’ve! It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’ ¹. ‘If only I […]