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 […]
Success as an investor starts with the key questions of why, what, where, when and how. Why are you investing? What are your priorities? Where is your destination? When do you hope to get there? But it’s the ‘how’ that’s often overlooked.
Two of my favourite investment commentators, Charles D. Ellis (Author) and Burton G. Malkiel (Foreword), add yet more weight to Wealthflow’s long-held belief that the academic evidence-based approach to investing creates a more worthwhile portfolio.
In 2012 we created a series of blog posts based on the “Passive Investing” video series from SensibleInvestingTV. The 8 part series is as relevant today as it was then and so here is the complete set.
Secret Principle 1: Focus on structure A client’s long-term portfolio structure will dominate their investment journey : Building the right portfolio structure for a client is the central focus of our process. Successful investing is about taking on ‘good’ risks that deliver a positive contribution to a client’s portfolio – these are predominantly carefully selected market […]