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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN
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Jonathan
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!).
Expert Wealth
The Basics Of Investing | Part 1 – Asset Classes
In this great Expert Wealth TV series we'll explore the basics of investing in simple bitesize chunks. In this first video, we'll learn about asset classes.
Expert Wealth
The Value of Advice | Part 1- Do I need an adviser?
In the first in our series of videos on the value of financial advice, we'll ask the key question - Do I need an adviser?
Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said!
D.T.H. (Stratford-upon-Avon)
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Expert Opinion…
Jonathan
Weathering Brexit Uncertainty (or “If it ain’t broke…”)
There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of a portfolio’s strategy should be judged not on the post-event outcome, but in terms of the quality, validity and prudence of its construction discipline in the face of future market uncertainty. Portfolios are well-structured around inalienable investment truths, particularly the value of deep diversification.
Dominic
Quarterly Investment Report – June 2019
Welcome to our quarterly returns bulletin for the end of June. First of all, we feel we should apologise for being a little tardy with this one. Our excuse is that we have all been away on our holidays and when not doing that, busy serving our lovely clients! This month, we’re going to turn our attention to the benefits of doing nothing.
Jonathan
How long is long term?
For many investors – particularly those in retirement - the question ‘how long is long-term?’ could also be translated as ‘I’m getting on a bit, so should I still be investing in the stock market?’. When is comes to systematic investing – that is to say, capturing specific market risks in a disciplined and rules based manner – a subsidiary question might also be ‘should I still own value and small cap stocks, as their excess returns, relative to the market, can take some time to come through?’.