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 theĀ providers...
This week, Tesco released its annual profits. The announcement itself didn’t make me rush to buy Tesco shares but revealed two lessons that are fundamental to investing. Lesson 1:Ā Understand the REAL inflation rateĀ Long-standing followers of my commentary will...
TaxesĀ are one of three majorĀ leakagesĀ from our wealth – the other two beingĀ feesĀ andĀ inflation. Read my piece onĀ how to reduceĀ feesĀ and this one onĀ turning inflation to our advantage. Any time we allow a leakage to persist, we’re actively allowing money...
The Rule of 100Ā is widely used by IFAs or Wealth Managers (WM) as a way to invest your money.Ā As illustrated inĀ theĀ graphic below, it goes like this … Subtract your age from 100 That gives the % of your portfolio to have inĀ StocksĀ (shares) The remaining %...
I always aim to demystify investing. If some of my messages have managed to do that, half my work is done. I look forward to creating more insights and tools next year to clarify and, perhaps, inspire your investment strategy. Holiday Reads, Listens and Viewings...
