Lessons From An Elephant In The Peanut Factory – How To Avoid Financial Regret.
15.04.24
Fans of The Simpsons may remember the episode in which Bart unexpectedly wins an elephant. In the whimsical style of the Simpsons, the elephant escapes and wreaks havoc through a peanut…
Sustainable Bonds – Investing Sustainably Isn’t Just for Stock Markets
11.04.24
Who would have thought you could help save rhinos and make an investment return? Historically, anyone who wanted to invest sustainably had to look to global stock markets (shares) to…
Strength In Numbers: It Works in the Wild & For Your Pension
19.03.24
To survive, species in the natural world have evolved ingenious strategies. One such strategy, the strength in numbers principle, has been employed by many species to increase their chances of…
Stories Differ But The Arc Stays The Same. As With Fiction, So To With Life.
01.03.24
Homer’s Odyssey follows the epic journey of Odysseus as he struggles to return home after the Trojan War. Facing numerous obstacles, including encounters with mythical creatures and the wrath of…
Empires Don’t Last Forever. Successful Investors Need That Mindset.
09.02.24
The Roman Empire lasted 500 years and reached as far as Northern England, the Middle East and North Africa. The Mongol Empire lasted 160 years and was the largest continuous…
“You Don’t Know What You’re Doing!” The Evidence That Shows Predicting Markets Is Futile.
12.12.23
Whenever a team in any tier of the football league is doing badly the popular refrain from the terraces is “You don’t know what you’re doing.”. It serves as a…
Lifetime & Help To Buy ISAs: The Investments That Help Your Children Onto The Property Ladder.
30.11.23
A client contacted me recently with questions about his daughter’s Lifetime ISAs (LISAs), which has inspired me to write this post. His daughter has saved into two LISAs and has…
Things That Are Impossible To Know
16.11.23
Certainty gives us comfort. It makes us feel secure. When we know what is around the corner we can plan for it, but so much in life is uncertain. I…
How Much Do You Need To Save Each Month To Build Up £1m?
26.10.23
A retirement pot of £1m is a target for many people. It might be that not much thought has gone into arriving at the figure, other than it being a…
Betting On Every Horse In A Race Isn’t A Strategy. It Shouldn’t Be For Your Portfolio Either.
28.07.23
From time to time a new client comes to me with an existing ISA or pension portfolio they want reviewing which is made up of many different funds, often a…
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