Investing Is Not For Social Networks
10.03.23
An online trading platform provides the ability to follow other people’s portfolios and a social network to share ideas. Users of an internet forum managed to move the market on…
Category: Investing
Read the latest news and thoughts from our Financial Planner, Andrew.
Investing Is Not For Social Networks
10.03.23
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Context is Everything
10.02.23
When I was young I remember having a book of sketches that, at first glance, appeared to be random scribbles. The subject was only clear when the observer was told…
Things That Require Patience
12.01.23
Things that require patience: Learning a new skill, Parenthood, Gardening, Establishing and growing a business, Completing a 1,000-piece jigsaw, Learning a language, Losing weight, Stopping a bad habit, Writing a…
Using The Football World Cup & A Betting Exchange To Explain Stock Markets
18.12.22
“When the facts change, I change my opinion, what do you do Sir?” John Maynard Keynes The World Cup has just reached its conclusion with Argentina claiming their third World…
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…
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…