The fastest way to a more secure retirement? Start by lowering fund expenses…
Most of us are increasingly aware of the social and environmental impacts of our daily lives; we may recycle, avoid buying products from certain companies and try to cut our carbon footprint. In reality though, we make compromises. How does this work when it comes to our portfolio investments? What
Balancing your values with practical reality Most of us are increasingly aware of the social and environmental impacts of our daily lives; we may recycle, avoid buying products from certain companies and try to cut our carbon footprint. In reality though, we make compromises. How does this work when it
“The hardest work in investing is not intellectual, it’s emotional. Being rational in an emotional environment is not easy. The hardest work is not figuring out the optimal investment policy; it’s sustaining a long-term focus at market highs or market lows and staying committed to a sound investment policy. Holding
“Thirty years ago, emerging markets made up just 1% of world equity market capitalization and 18% of GDP. Today, they comprise 13% of the free float investable universe of world equities and 33% of world GDP.” Dimson, Marsh and Staunton, 2014. It is easy to be convinced that the
“Sometimes your best investments are the ones you don’t make.” Donald Trump
“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.” Franklin D. Roosevelt Global commercial property can, potentially, offer valuable diversification benefits to an investment
Should the tax tail wag the investment dog? When it comes to considering the role of venture capital trusts (VCTs) and Enterprise Investment Schemes (EIS) that is the question that needs to be asked and answered. Tax breaks need to be very carefully weighed against the material risks of owning
Greece’s precipitous position and its implications for investors This weekend’s announcements that bail-out talks have stalled, the Greek government has called for a referendum on whether to reject or accept the terms on offer from the Eurozone, and the announcement that the ECB will cease to provide liquidity to Greek
Straightening out Wealth Management™
