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?
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…
Jonathan
Surviving inevitable market falls
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.
Dominic
Expert Wealth Organogram
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.
Jonathan
Retirement income – it all used to be so easy
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.