Chess and investing

Chess and investing

I have recently been reading a lot about chess.  I learned the game at school but never played much other than the odd game at Christmas.  My fiancé, on the other hand, is very good at the game and to make a contest out of our game nights, I have been reading up on...
Tesla, trackers and sentiment

Tesla, trackers and sentiment

One of the big soap opera’s of the year in investment markets has been whether Tesla will be included in the main US equity index, the S&P 500, which is generally the largest 500 companies listed in New York.  The criteria to be included in the index includes...
The US presidential election

The US presidential election

At the time of writing, three days after the US election we don’t know who the victor will be.  The election has showed the deep divide in the US highlighted by two very different characters, resulting in different ways of thinking, governance and ultimately, way of...
Have you met Ben?

Have you met Ben?

I have a fun game I like to play now at WKM Wealth, and it’s called ‘Have you met Ben?’  OK so I stole the line from an American sitcom, but it does work a treat when we are introducing him to our clients.  Ben is our investment director (although he has no time for...
Managing your money – DIY or use a professional?

Managing your money – DIY or use a professional?

For many things in life, you have a choice – do it yourself or getting someone else to do it. From cleaning your car, to investing your money, decorating your house and marketing your business. The choice is yours – but there are a multitude of reasons influencing...
Cash rates

Cash rates

We had an interesting chat in our office regarding the recent interest rate cuts by National Savings & Investments (NS&I); the popular Income Bonds are going to pay 0.01% p.a. and Premium Bonds 1% p.a.  From a taxpayer perspective (NS&I is a government...