Set-&-Forget Investing in ETFs & Options – for Lasting Growth & Income …

Can you manage your money better?

Can you manage your money better?

  Do You Need a Financial Adviser? … Can you manage your money better? + Portfolio Review service + Listen to my discussion on this The last 20 years have been transformational for the investment industry. Power has shifted from the providers...
Use it or Lose it

Use it or Lose it

With less than two weeks until the end of this tax year (5th April), here’s some info to help nail the idea of free money that is widely available from HMRC (which relatively few people take advantage of). Taxes are one of three major leakages from our wealth...
Investment Intel – in the Community

Investment Intel – in the Community

Investing can be rewarding.  Not just financially, but also intellectually as it makes our brain work differently and stops it getting lazy. Anyone can set-up a Core portfolio – a lazy, set-and-forget exercise!  We can stop there and it will compound passively,...
How Stocks & Property Go Together Perfectly

How Stocks & Property Go Together Perfectly

Diversification is the initial building block I learnt in my first job in the investment industry. Not only is it necessary for a properly set-up portfolio, it’s the holy grail of investing. Why?  Because diversification cuts overall risk and enhances returns...
The Rule of 100: Does it Still Make Sense?

The Rule of 100: Does it Still Make Sense?

The Rule of 100 is widely used by IFAs or Wealth Managers (WM) as a way to invest your money.  As illustrated in the graphic below, it goes like this … Subtract your age from 100 That gives the % of your portfolio to have in Stocks (shares) The remaining %...