Is Stock Picking Worthwhile?

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise?

Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there’s a very cold dip involved!)

Jonathan

About the Author

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 years’ experience. He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest. Read more from Jonathan...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Dear Dom, Thank you for a very helpful meeting this afternoon. I always find seeing you a valuable reflective space, not least because you are such an excellent listener and so self-evidently a safe pair of hands. CL & MF (Oxford)

Expert Opinion…

Surviving inevitable market falls

Jonathan, April 15th, 2018

It is important to remember that equity market falls are an inevitable part of the process of building wealth through equity ownership. This note seeks to put market falls in perspective and offers some behavioural tips for surviving them.

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Expert Wealth Organogram

Dominic, March 28th, 2018

We are delighted to bring you an Organogram displaying the structure of the staff that work here at Expert Wealth Management. This follows on from a point raised at our most recent Client Advisory Board, that knowing a little more about our organisational structure might be beneficial to our clients.

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Retirement income – it all used to be so easy

Jonathan, February 9th, 2018

Thirty years ago, securing an income in retirement was relatively simple; collect years of service in the company’s pension plan (or some government pension plan for public servants) and retire on a defined percentage of your final salary. A combination of poor government policy, weak investment strategy, and rapid increases in longevity has all but destroyed this type of pension.

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