Investing. What NOT to do.

Investing. What NOT to do.

If you want to invest sensibly, here are ten things you SHOULDN’T be doing: Buying and selling investments every month, day, week or hour Researching all the thousands of publicly traded securities on an ongoing basis Changing your mind. Constantly Monitoring...
Making tax returns easier: Our free gift to clients

Making tax returns easier: Our free gift to clients

Filling in your tax return every year is not something that most people look forward to. Things are changing, but many of us still find that dealing with HMRC is over-complicated. Don’t you wish there was a simpler way? As investment advisers, we like to make...
Risky business

Risky business

One of the fundamental things that financial planners talk about is a client’s attitude to investment risk. The starting point is usually a questionnaire. It includes questions about a person’s attitude to financial risk, as well as their mental attitude to risk...
Here’s your quarterly update. Yawn, yawn?

Here’s your quarterly update. Yawn, yawn?

Clients pay us to take away their worry, so we don’t want to send out dull ten-a-penny missives. We try not to be boring. We therefore present you with the latest market information from Dimensional, written in our usual lighthearted and reassuring style. As you can...