A Lesson Plan for Parents
As parents, we’re expected to educate our children, keep them safe and usher them into adulthood. But are we doing enough to instill...
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Blog posts are listed in published date order, with the newest posts at the top.
Alternatively, you can find all posts relating to a specific subject by clicking on the relevant subject header in the blue box below, or using the search facility.
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- Jun 17, 2020
- 4 min
Want to Give Your Family Nightmares? Don’t Leave a Will
Every day, people give their families nightmares by not getting their financial affairs in order before they die. Many do not even make a...
- Mar 17, 2020
- 3 min
You May Want to Panic, You may Want to Cash Out - But Here’s What you Need to Remember ...
It's a difficult time for all investors. Very few of us would have come out unscathed from the recent dramatic drop in share prices. The...
- Mar 17, 2020
- 5 min
Are you Making Subtle Mistakes with your Money?
Imagine you had the opportunity to stand in front of yourself fifteen years ago. Are there any financial mistakes you would warn yourself...
- Mar 17, 2020
- 3 min
Robots Tested Positive for Coronavirus!!!!
Market sell-offs used to be caused by people phoning their stockbrokers and telling them to sell. These days, a widespread fall in share...
- Feb 19, 2020
- 4 min
Will COVID-19 Make your Investments Sick?
The outbreak of a new coronavirus (now named COVID-19), originating in Wuhan, China has so far taken 1,774 lives, and some 70,500 have...
- Feb 19, 2020
- 5 min
7 Signs You Are Living Beyond Your Means
Even after nearly 30 years in financial planning, I am occasionally taken by surprise by somebody who tells me ‘I can’t save anything, I...
- Jan 22, 2020
- 6 min
7 Steps to Create a 10 Years From Now Retirement Plan
Last month I looked at the level of State Pension contributions around the world, to give an idea of what you might receive from that...
- Jan 22, 2020
- 5 min
Almost Everything Wall Street Expects in 2020
For the professional prophets and market gurus of Wall Street and beyond, “The double-digit returns of 2019 will be hard to repeat” is a...
- Jan 21, 2020
- 6 min
Your 2020 New Year Resolutions...
Here are some financial resolutions to help with the ‘prosperous’ part of ‘Have a Happy, Healthy and Prosperous New Year in 2020’. Here...
- Dec 4, 2019
- 3 min
One for the Ladies - Is Financial Planning Different for Women?
A recent global poll by UBS suggested that women are ‘acutely aware’ of their long-term financial needs. The poll suggested that the top...
- Dec 4, 2019
- 3 min
Is Market-Timing A Viable Investment Strategy?
The likelihood of successfully calling market tops and market bottoms consistently is so remote that the odds are essentially zero. Plan...
- Nov 6, 2019
- 7 min
Ready to Invest in Cannabis? – Or is the Grass Greener Somewhere Else?
The rapidly developing legal cannabis industry has become much talked-about investment trend in the last few years. Investment writers...
- Oct 8, 2019
- 4 min
Socially Responsible Investing : Part 1 - Balancing Good Will with Good Returns?
A walrus was falling to its death from the top of a cliff because its natural habitat had melted away. This was a heartbreaking scene in...
- Oct 8, 2019
- 2 min
You’ve Never Bought an Avocado … and 15 other signs that you have reached financial maturity!
UK based peer-to-peer lending company Zopa has released a new survey that has revealed that the British do not reach financial maturity...
- Sep 10, 2019
- 3 min
I Cannot Invest Now - The Market is Down!
Originally written and published by myself in 2009 - But it's as relevant today as it was then. We all know that the global investment...
- Sep 10, 2019
- 3 min
Market Falls Predicted - Ways To Protect Your Investments
Well, it seems markets are falling everywhere. The FTSE100 is at 7300 as I write, down from a high of over 7600, with American stocks not...
- Aug 14, 2019
- 4 min
Is Diversification Dead?
It’s a fair question, because 2018 saw the vast majority of assets fall in value and, so far, 2019 has seen the vast majority of assets...
- Aug 14, 2019
- 5 min
How To Start Investing
Paying the rent or mortgage for your home, utility bills, loan payments, funding the children’s needs and the occasional holiday might...
- Jul 17, 2019
- 5 min
The 6 Biggest Excuses for not Having Retirement Savings … (and my answers for all of them)
From feeling frustrated by pension providers to having a “mañana” approach to your finances, I hear plenty of excuses for putting...
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