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?
Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps.
MB & TB (Oxfordshire)
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Expert Opinion…
Abraham Okusanya
Living on planet GARS: Lessons in how (NOT) to invest
A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed on virtually all imaginable benchmarks over the last three and five years.
Dominic
Some thoughts on bonds…
Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation. This is, unfortunately, an accident waiting to happen. The phrase ‘picking up pennies in front […]
Jonathan
Added security & complete focus on you
We feel that by recording our interactions with you, we'll be able to increase our focus and engagement with what really matters... Your life goals.