Wishing you a Christmas filled with joy, laughter, and unforgettable moments. Thank you for your continued support. This year our Christmas donation is to support Feeding Britain.
NEWS
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LATEST NEWS
WHEN GOOD FINANCIAL DECISIONS COLLIDE
Managing wealth sounds as though it should be easy once you have accumulated it compared to not having it.
In reality, this is far from true – we are often swapping one complex set of problems for another – that said, I have lived without money and it isn’t a great feeling and it is far from uplifting.
MANAGING RISK: THE INVESTMENT CONVERSATION WE DON’T HAVE OFTEN ENOUGH
When people talk about investing, the conversation usually centres around returns – this is the exciting bit. Which fund is performing best? Which market is rising fastest? What opportunities are available today? How much of a return might I make!
THE COST OF CARE
I am writing this because most families meet the care system for the first time in exactly this way: in the middle of a crisis. That is the worst possible moment to be learning the rules. A little understanding now is worth a great deal later.
REAL ASSETS & HOW THEY ADD VALUE
In his book Pioneering Portfolio Management, the former CIO of the Yale endowment, David Swensen, helped popularise the idea that long-term portfolios should extend beyond traditional stocks and bonds to include assets linked to the real economy and alternative assets such as hedge funds. First published in 2000, the book drew on lessons from investing across a range of market environments, including periods of elevated inflation.