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...
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...