getting ahead
is getting started”
Mark Twain
Decumulation
What’s your plan to fund your future lifestyle? Something on the to-do list? Tim takes a peek at the topic of decumulation
Efficient markets
Are markets efficient? Are they driven by sentiment? Ben takes a look at the recent moves in the markets and queries the theory!
Buckets and your savings
How many buckets should you have for your savings? Which one should you focus on?
Face to face financial planning
Adrian takes a look at having face to face meetings once again and the need to think about your future and spending your money!
ESL and ESG
The European Super League (ESL) has had the focus of the footballing world and highlights some similarities with investing.
Being the best you……
Professional qualifications are essential but taking additional exams beyond the necessary is tough going, as Tim outlines.
Known knowns
There are known knowns. Ben takes a look at a few simple examples to test your knowledge!
Patience and conviction
Ben takes a look at the concept of patience with investments and believing in your conviction.
Collaboration
Working with other professionals can lead to many benefits for the client as well as making the process more efficient.
Tax year-end opportunities
Neil runs through some tax efficient options ahead of the tax year end and considerations based on level of earnings