Expert Opinion

Homes of the future: 8 of the biggest changes you’ll see by 2030

Jonathan, March 1st, 2021

Read your guide to the homes of the future. From “jib doors” to prefabs, here are 8 of the biggest changes you’ll see in your home in the next decade and beyond

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Rebalancing your portfolio: What is it and when should you do it?

Dominic, March 1st, 2021

Your portfolio aligns your attitude to risk with your future goals, but it is important to review it regularly. Here’s why rebalancing is so important

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3 benefits of taking your pension last

Dominic, March 1st, 2021

You might be counting down the days until your retirement date, but you could be better off not taking your pension when you get there. Here are 3 reasons why

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Inflation Ahoy!

Dominic, March 1st, 2021

The word ‘ahoy!’ is an old maritime warning, usually used when either a ship or land was sighted in the distance as a warning to the crew to beware. Today, the risk of higher inflation down the line has been sighted by both economists and – of late – the markets. It […]

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Virtual Afternoon Tea Replay – Reflecting on 2020 & Considering the Future with Neil Bage

Jonathan, December 15th, 2020

To round off our series of educational client events for 2020 we are delighted to welcome back Neil Bage. Neil is a Co-Founder of Be-IQ, a behavioural insights platform that is transforming how client-focused financial services companies deliver financial wellbeing. He’s become well known for helping financial planners better understand human behaviour […]

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Virtual Afternoon Tea Replay – Investing during a Pandemic with Abraham Okusanya

Jonathan, February 22nd, 2021

We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise […]

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The madness of markets

Dominic, February 16th, 2021

As an investor, it is generally not a bad idea to ignore what is going on in your portfolio most of the time. At the very least it can be distracting and at worst it can be a source of unnecessary anxiety. That advice is as applicable today as it ever was. […]

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A sensible way to invest

Jonathan, February 8th, 2021

In this short note, we set out the evidence-driven approach that we use to invest our clients’ money. As you will see, it is widely supported by many wise and experienced people, from legendary investors like Warren Buffett and Jack Bogle to Nobel Laureates in finance and economics. Its not complicated, but […]

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Bitcoin and bandwagons

Dominic, February 1st, 2021

In the past few months, it might appear – at least to some – that making money in markets is easy – just buy Tesla or Bitcoin and you are sure to double your money! That is to confuse gambling with investing, and these are certainly not recommendations by the way. Bitcoin […]

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Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall
T: 01993 772467      E: advice@expertwealth.co.uk

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