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Most of our Funds are Failing

Most of our Funds are Failing

St James’s Place: A Lesson in Failure I recently did a podcast & video on how tracker funds consistently beat more expensive branded active funds – like that of St James’s Place (SJP) – links below. SJP sums up the failure of active funds...
Learn How To Invest (PROPERLY)

Learn How To Invest (PROPERLY)

Learn How to Invest (properly) in my Workshop … When I first started to teach people how to invest in diversified shares, around 25% were property investors.  Today, that number is 80%.  Looking to diversify their source of growth and income. Why the rise?  1....
How do Stocks Perform After Rates Start Falling?

How do Stocks Perform After Rates Start Falling?

Rate Cuts and Stocks … Yesterday was a historic day in the investment world. Jerome Powell, head of the US central bank, announced: “The time has come” … a moment investors around the world had waited a long time for. This was a clear signal...
Election: Good News for Tax-Free Compounding …

Election: Good News for Tax-Free Compounding …

The election campaign has been pretty dull so far, but this week brought unexpected good news on pensions. I’m surprised there wasn’t more excitement around this.  It will have a huge impact on many. In summary, Rachel Reeves – our next Chancellor in...