Newsroom

Shiny-object1
Shiny-object stocks of the S&P 500 index
Don’t be swayed by a cherry-picked depiction of history. Many market commentators agree there is a clear discussion about the performance...
How US Stocks red
How US Stocks Have Behaved in an Election Month
Historically, there is a correlation between presidential elections and stock market performance. However, it’s important to...
Our relationship with money1
Our relationship with money
You probably need less money than you think for retirement. One of the biggest problems with money is that our feelings about it are...
Fitch rating
Fitch Ratings has caused a stir in the financial world
Recent downgrade of the US government’s credit rating. The recent downgrade of the US government’s credit rating by Fitch...
Don't be too quick to assume that stocks are overvalued1
Don't be too quick to assume that stocks are overvalued
Remember, stocks are priced to deliver a positive return for investors. It’s a common misconception among investors that a market...
A retirement crisis in the making
A retirement crisis in the making
The amount of money required to retire at a minimum living standard has seen a surge. The cost of living crisis is rapidly morphing...
The Power of Pension Planning
The Power of Pension Planning
A Tale of an £11 Million Retirement Pot. A Freedom of Information request to the Office for National Statistics (ONS) has revealed...
time in the market2
It's time in the market, not timing the market!
The potential pitfalls of mistiming the market can be significant. Market timing is a strategy that involves determining the optimal...
Market update
Market Update – August 2023
August saw the global equity markets pull back slightly after the prolific performance they have delivered thus far in 2023, with losses...
newsletter august
August Newsletter
August saw many of the team take some well-earned R&R, returning in time for the new school year. For many of us, the end of August...
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