How I invest

by | 8 Apr 2022

INVESTMENT How I invest A successful investment strategy is one that gives you a good shot at meeting your goals while allowing you to sleep at night. I’m doing a short series of articles on investment. This is a vast topic and I don’t want to write a textbook. After...

Should I invest in bitcoin? (And other questions)

by | 25 Feb 2022

INVESTMENT Should I invest in bitcoin? (And other questions) In a time of great uncertainty it’s important to remember that you probably have no investment skill, but that doesn’t mean you have to be incompetent. At the time of writing (early 2022), there’s a lot...

What returns can I expect?

by | 11 Jun 2021

INVESTMENT What returns can I expect? Forecasting returns is a seemingly impossible yet essential part of financial planning. We have at least to try, while recognising the uncertainty in any attempt we make. At some point in developing our financial plan, we need to...

How to set an investment strategy

by | 11 Jun 2021

INVESTMENT How to set an investment strategy A robust investment strategy has to be linked to your financial goals and, crucially, the extent to which they are flexible. Within the financial advisory industry, a key input into investment strategy is the risk attitude...

Stocks for the Long Run

by | 11 Jun 2021

INVESTMENT Stocks for the Long Run My review of Stocks for the Long Run by Jeremy Siegel. This classic text by an esteemed Wharton professor powerfully makes the case for investing in equities. It’s impossible to do justice to this great book in a short review....

Property vs the stock market

by | 28 May 2021

INVESTMENT Property vs the stock market For most people, the stock market is a better bet than buy-to-let. Where should I invest my money for growth? This is a question faced by all successful professionals. You’ve hopefully controlled your spending to create a...