Posts by Dominic
Important Information For Our Clients (During Coronavirus)
We're very aware of the difficulties being faced by the world right now and the extra uncertainty that this creates for us all as individuals. You'll be aware that at Expert we consider everyone part of the family and so the safety, health & welfare of our team, clients and their families is of paramount importance to us.
Using Zoom For Client Meetings
In light of current events, Expert Wealth do not wish to cause further spread of the Coronavirus or risk infecting staff, clients or their families by continuing to meet face to face at this time. We will contact clients who have meetings already booked to offer a Zoom meeting or telephone call instead. Here's a handy guide to using Zoom.
Coronavirus – keep things in perspective
Our 2019 Annual Investment Report
We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.
