Some articles by Jonathan

The dilemma of trying to do the right thing

Jonathan, March 31st, 2021

Students have always been at the centre of activism around the important issues of the time, from the ‘Mai 68’ student riots in Paris, via the pressure put on Barclays and others to divest from apartheid-riven South Africa in the 1980s, to today’s Black Lives Matter movement and the existential threat of […]

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7 simple and low-cost ways to beat insomnia

Jonathan, March 25th, 2021

The right amount of good quality sleep is crucial for your physical and mental wellbeing. Read 7 tips for beating insomnia and improving your health

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Lessons from the last year

Jonathan, March 16th, 2021

As an investor one is always learning. Our perception of investing is guided by our experiences: those old enough to have been investing in the 1970s will retain uncomfortable memories of rampant inflation and the impact that had on cash, bonds, and the general travails of life when prices spiral upwards. Others […]

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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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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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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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Healthy eating in 2021: 5 tips to take from the Mediterranean diet

Jonathan, January 22nd, 2021

The benefits of the Mediterranean diet for increasing life expectancy and improving cholesterol have been widely researched. Your guide to eating healthily in 2021

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How to make 2021 your year of sustainability

Jonathan, January 22nd, 2021

As consumers turn away from ‘fast fashion’ and tourists look towards eco-friendly travel providers, sustainability promises to an important trend this year

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Revealed: 3 pension allowances you need to be aware of

Jonathan, January 22nd, 2021

Exceeding income thresholds or triggering some pension allowances could have long-lasting implications for your retirement. Here are 3 to look out for

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Portfolio and Market Review 4th Quarter 2020

Jonathan, January 21st, 2021

You can download our Portfolio and Market Review for the 4th Quarter 2020 here. Download Now If you have any questions or comments we’d love to hear from you.

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The 2020/21 end of the tax year guide

Jonathan, January 20th, 2021

The current tax year will end on 5 April 2020, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you get the most out of your money. Our guide explains seven key […]

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Positives for 2021

Jonathan, January 18th, 2021

If Sleeping Beauty had been woken from her slumbers on New Year’s Day 2021, she would have been pleasantly surprised by the value of her global equity portfolio for however long she had been asleep. Somewhat remarkably, over the past year, she would have been up for the year and blissfully unaware […]

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What a year!

Jonathan, December 14th, 2020

2020 will certainly go down in history as a momentous year, with the tragedy that is Covid-19, the painful global downturn that has ensued, the major curbs on personal freedom and the end of one of the most divisive presidencies in the US, carrying the headlines. What will almost certainly be a […]

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5 staycation destinations for an early break in 2021

Jonathan, December 11th, 2020

With the four nations split in their response to the coronavirus pandemic, different tier systems, lockdowns, and local restrictions could apply across the UK at the start of the new year. But with vaccine rollouts starting and the potential for more areas to come out of the higher tiers as the overall […]

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Inheritance Tax and gifting guide

Jonathan, December 6th, 2020

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while reducing the bill that could be appropriate for you. Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term […]

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Virtual Afternoon Tea Replay – Living Life to the Full with Louis Vollebregt

Jonathan, November 18th, 2020

A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]

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Banish the winter blues: 5 ways to stay positive as the nights draw in

Jonathan, November 16th, 2020

With winter just around the corner and the days growing shorter, read our 5 top tips to help you stay positive and banish the winter blues

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Equity markets and US Presidents

Jonathan, November 16th, 2020

The final days of Donald Trump’s Presidency are turning out to be a somewhat unedifying affair. Enough said. Yet when it comes down to the returns of stock markets under different Presidents – Democrat or Republican – does it really matter who is in power? Should we change our portfolios? Can we […]

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Negative interest rates

Jonathan, November 11th, 2020

Today, government bond yields and bank deposit rates sit very substantially – and uncomfortably – below where they were 5 and 10 years ago, in negative after-inflation terms and more-or-less-zero before inflation terms. In March this year, the UK Government issued its first negative-yielding gilt borrowing £3.8 billion at -0.003% for a […]

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)
T: 01993 772467      E: advice@expertwealth.co.uk

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