Expert Wealth TV…
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?
We’re both grateful for the meeting which has made us more confident of finances going forward. Like you always say, “keep doing what you’re doing”.
A & RA (Worcester)
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Expert Opinion…
Jonathan
Costs Really Do Matter
Human beings are not well wired to be investors. Not only are we not very good with percentages - often accepting seemingly small percentage charges as immaterial - but we also grossly underestimate the impact of compounding these deductions from our portfolios over time.
Dominic
Quarterly Investment Report October 2018
The aim of this report is to show clients how the six EWM portfolios compare to other investment management group’s result in the period 1st September 2015 to 30th September 2018.
Jonathan
Expert Wealth & FinalytiQ – An Enlightening New Partnership
Sharp eyed clients may have noticed guest content from the fantastic Abraham Okusanya of FinalytiQ contributed to our Expert Opinion section earlier this year. We're now pleased to be able to announce a new partnership between Expert Wealth and FinalytiQ that will allow us to further improve the standard of service we can offer our clients.