31 Dec 2019
Wealth management advice has changed over the years
In a constant changing world whether that be politics, technology or our four seasons, in the world of wealth management, …
-
20 Dec 2019
Ethical riches from rags and how retailers are recycling
Earlier in the year Oxfam ran a campaign called 'Second Hand September'. According to the charity, 62,000 people signed up …
-
17 Dec 2019
TAX ADVISER OF THE MONTH: Chris Hodgson of MHA Tait Walker
Name Chris Hodgson Company MHA Tait Walker Title Tax Associate Qualifications ACA CTA Before I was an accountant I …
-
9 May 2019
Bonds vs Equities in 2019, which to choose?
I think I have one of the best jobs in the world: essentially, to predict the future – the future …
-
10 Jan 2020
FINANCIAL PLANNER OF THE MONTH: Ruth Sturkey
Name Ruth Sturkey Company Paradigm Norton Title Client Director Qualifications Certified Financial Planner Chartered Financial Planner Fellow of …
-
31 Dec 2019
Wealth management advice has changed over the years
In a constant changing world whether that be politics, technology or our four seasons, in the world of wealth management, …
-
20 Dec 2019
Ethical riches from rags and how retailers are recycling
Earlier in the year Oxfam ran a campaign called 'Second Hand September'. According to the charity, 62,000 people signed up …
-
-
17 Dec 2019
TAX ADVISER OF THE MONTH: Chris Hodgson of MHA Tait Walker
Name Chris Hodgson Company MHA Tait Walker Title Tax Associate Qualifications ACA CTA Before I was an accountant I …
-
4 Dec 2019
Be active if you are passive investing
Investors may feel they are bombarded with advice and recommendations from so called experts to pick ‘passive’ investment solutions …
-
26 Nov 2019
Passive investing for sustainable investors and do such products work?
Passive investing has a Jekyll and Hyde reputation amongst the investment community. On one hand, people like the fact that …
-
-
8 Oct 2019
Understanding the true nature of risk
For such a simple word, risk is quite hard to define. It is generally agreed that it pertains to danger …
-
20 Aug 2019
Three books for UK investors
The Investment Trusts Handbook 2019 Jonathan Davis (editor) The Investment Trusts Handbook is what you would call an annual …
-
10 Aug 2019
Understand what you own
Just over a month ago two events of significance created some challenges for investors: the suspension by Woodford Investment Funds …
-
29 Jul 2019
Has the yield curve lost its predictive power?
A lot of attention in the media recently has been devoted to the inversion of the yield curve in the …
-
15 Jul 2019
Is 0% better than an annuity?
Risks generally come in two forms, those that can be borne by the individual and those that should be pooled.
-
10 Jul 2019
Stay invested come rain or shine
“The only constant is change.” The words of the philosopher Heraclitus remain highly relevant when looking at investment markets – …
-
3 Jul 2019
Passing your business on with proper succession planning
Family businesses are a bedrock of the UK economy. In total, there are nearly 5 million family-run businesses in the …
-
25 Jun 2019
Pensions for women need addressing as they save less than men
More women than men are failing to save adequately for their retirement with 34% of women claiming that they don’t …
-
21 May 2019
Three books for investors
The Ethical Investor's Handbook Morten Strange The area of ethical or sustainable investing has grown rapidly in the last …
-
9 May 2019
Bonds vs Equities in 2019, which to choose?
I think I have one of the best jobs in the world: essentially, to predict the future – the future …
-
9 Apr 2019
Will algorithms replace professional investors?
I was presenting at a multi-asset investing conference recently and during the Q&A was asked, “Will you be replaced by …
-
28 Mar 2019
Independent financial advice still beats robo-advice
Let us cut to the chase: it is impossible to deliver true financial planning through a computerised system. Of course, …
-
19 Mar 2019
Inheritance lessons from the rich and famous
The rich might well be, as F Scott Fitzgerald wrote, “very different from you and me” but as more of …