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Ten things to do to make sure you can live on your pension
It pays to be prepared as retirement nears – be prepared for change and the inevitable decision-making. The Money Advice Service recommends that from about two years out, you should start thinking about your options and planning…
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November Market Commentary 2013
October was another good month for world stock markets, with all the major markets except China and Japan making gains. Despite the continuing disagreements between the President and Congress, the US Dow Jones index reached another record…
Read more8 Step Transition process to a Successful Investment Experience
8 step transition process to a successful investment experience We follow proven scientific methods of successful long term investing, providing our clients with the means to meet their investment objectives. The key steps in our process are…
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Your time is limited
“Your time is limited” Those are four words from the Stanford University commencement speech Apple co-founder and CEO Steve Jobs gave in 2005. Right after those four words he said the following… ” …so don’t waste it living someone…
Read more5 Simple Steps to Your Risk in Investing
Risk Capacity Investors are entitled to a level of return that is commensurate with their risk capacity. Therefore, the importance of the measurement of risk capacity in the investment process cannot be understated. For example, if an…
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What is Rebalancing and why is it important to your investments?
Rebalancing Portfolios Rebalancing a portfolio is an important factor in achieving long-term returns. If you accept that your risk capacity should be matched with a suitable portfolio then rebalancing is the means by which you maintain a…
Read moreWhen boring doesn’t mean boring at all!
Consistency Beats Volatility When it comes to investing, the boring approach is much more likely to give you the exciting returns. For most investors, the emphasis placed on maintaining discipline by professional investment advisers is…
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Pension expectations and pension savings mismatch
Following publication of the Office of National Statistics (ONS) latest ‘Pension Trends: Private Pensions 2013′ publication, which reported that the number of active members of occupational pension schemes has reached its lowest level since the 1950s, Scottish…
Read moreSix Ways to Transfer Wealth
It’s been easy to look at the news headlines over the past two or three years and assume that the economy has been a universal picture of doom and gloom. However, that’s not necessarily the case – many…
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Are you the weakest link in your investments?
Investment Discipline – Are you you the weakest link? The investor’s chief problem – and even his worst enemy – is likely to be himself. Benjamin Graham “Security Analysis”, 1934 Investing is often likened to a ride on an…
Read moreIs auto-enrolment coming to your small business?
Workplace pension law has changed. Every employer has new legal duties to help their workers in the UK save for retirement. They must automatically enrol certain workers into a qualifying workplace pension scheme and make contributions towards…
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Large pension holder? How the Lifetime Allowance has changed and how it could affect you
First introduced on 6th April 2006, the Lifetime Allowance (LTA) is the maximum amount of pension saving you can have without incurring a tax charge. Originally fixed at £1.5m, the protection ring-fenced an amount of your pension…
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