True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Investment management

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Highs… and even more highs.

Highs… and even more highs UK Stock Markets have been hitting a series of all-time highs in recent months. It’s a similar story in both European and US markets. Reports in the financial press have often been euphoric. Stock Market highs shouldn’t really be newsworthy at all because by their very nature stock markets generally […]

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Category: Business, Investment management, Thought pieces

Financial crisis newspaper headlines

A decade on from the global financial crisis…

A decade on from the global financial crisis… When two hedge funds backed by Bear Stearns collapsed in July 2007 because of their exposure to US subprime mortgages, only a handful of people realised this was ‘a dead canary in the coal mine’ event that would lead to a full blown international banking crisis, a […]

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Category: Investment management, Thought pieces

Active or Passive Investing.

Passive investing… or active investment management? Index buying, or passive management, means portfolios mirror the components of a market index. It is the opposite of active management where a fund’s manager(s) attempt to beat the market with various investing strategies and buying/selling decisions of a portfolio’s securities. Index buying, has enjoyed a period of prolonged […]

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Category: Investment management, Thought pieces

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