A Bluffer’s Guide To All This Talk About Government Bonds & What It Means For You
12.10.22
If you are confused about all this talk about government bonds and the havoc in the markets read on. 👇 When governments need to raise money they have two options:…
“It Was My Parent’s Money. I Just Can’t Give It Away”
06.10.22
As I explained in this LinkedIn post, in its most simple form money is an inanimate object but in reality, it is much more than that. We attach meaning and…
Will Living Costs Come Down?
16.09.22
I was asked this question during a recent review meeting with a client. The point being that we are living in a period of high inflation but once that reverts…
Why Has My Cautious Investment Lost Value?
09.09.22
Risk-averse investors seek low-risk, cautiously invested portfolios for a reason; they don’t want to experience the periodic tumult of stock markets. Preferring instead to give up the gains for the…
Am I Saving Enough For Retirement?
16.08.22
For most of us, all we really want is enough. Enough to be able to live our ideal lifestyle without being at the beck and call of anyone. In other…
EBI Earth Portfolios Ltd vs Vanguard Lifestyle Strategies
22.07.22
As a financial planner advising clients on the investment of their ISA, pensions and General Investment Accounts it is incumbent upon me that I review the ongoing suitability of any…
“What Should I Do With My Emergency Fund?”
27.06.22
“I’m a bit lost when it comes to what I should do with my emergency reserve fund. I’m thinking of moving it into government bonds at around 5% yearly. Is…
“I have inherited a portfolio of shares outside of an ISA. What is the easiest and most cost effective way of moving them into an ISA wrapper?”
27.06.22
The above question was posted on an online message board for consumers. Read my response below. The maximum you can invest/save into an ISA each year is £20,000 so, depending…
Risk is in the Eye of the Beholder
17.06.22
Can you imagine standing on a platform 24 miles above the earth preparing to jump off? Would you be able to take that step? I have a belief, I might…
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