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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?
I wanted to say a big thank you to Jonathan on behalf of the family, and especially from my Dad, who would have been so very pleased with the final outcome of the estate. This year should see the family able to draw a line under the estate and to continue life with the loving memories of our parents.
A sincere thank you. We could not have done it without you.
A.B. (Abingdon)
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Expert Opinion…
Jonathan
Markets fell in 2018 – but keep this in perspective…
December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really anything out of the ordinary? The challenge for investors today is that they have been spoiled by the run of strong returns since the Credit Crisis, with only one down year since 2008 until, that is, 2018.
Dominic
Quarterly Investment Report January 2019
As I write this briefing, it has just been announced that legendary fund manager, and founder of Vanguard Group, John (Jack) Bogle has passed away. I appreciate than many of you will not have heard of him; but it is estimated that thanks to Jack Bogle, investors have saved $175 billion in […]
Abraham Okusanya
A quick review of investment returns in 2018
Given the the media furore surrounding the investment markets in final quarters of 2018, we feel it important to review the performance of major asset classes to provide some long-term perspective that we hope every investor will find useful and even comforting.