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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 %...
Here’s how Returns in a Bad Year look …

Here’s how Returns in a Bad Year look …

2023 was supposed to have been a bad year … The narrative consistently scared people off investing (as it always does). Robert Kiyosaki, author of Rich Dad, Poor Dad, is one of the chief scaremongers.  Remember, he has predicted 17 of the last 2 crashes! Now the...
Useful Reads, Listens & Viewings for the holidays …

Useful Reads, Listens & Viewings for the holidays …

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...
Investing – as simple as this short Article

Investing – as simple as this short Article

(if everyone knew this, the financial industry would be in trouble!) On a recent webinar I hosted, the attendees were from all walks of life: Younger and older individuals, pension-trustees, property investors and business owners.   We even had one or two professional...
Historical Market Reaction To Conflicts

Historical Market Reaction To Conflicts

Uncertainty is a known unknown.  This is true of health, relationships, life in general, investing, and global events such as conflicts.  First and foremost, it goes without saying that a discussion about markets is secondary to the loss of life during such conflicts....