I’m A Business Owner, How Can I Protect My Family Financially?
04.05.23
Setting up your own business is a courageous move; giving up the certainty of a monthly salary and other benefits is a big leap. The motivation may be to ultimately…
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…
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…
The Illusion of Wealth
21.11.22
Our mind plays tricks on us. We use mental shortcuts to help us make quick decisions. Daniel Kahneman, in his book ‘Thinking Fast & Slow’, refers to it as System…
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…
“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…
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