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“I don’t want to pay for life insurance!”
“It will never happen to me!” While it is not something we like to think about, life insurance can provide a lump sum payment to your beneficiaries in the event of your death. Knowing that funeral costs, mortgage payments…
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October Market Commentary
Just when it was all going so well… By and large, the news coming out of world financial centres in September was good. In the UK, Jaguar was planning to create 1,700 more jobs and…
Read more3 Steps to creating your Investment Portfolio
Asset allocation and Portfolio Construction Having established the factors of risk that can be combined to form a suitable portfolio – and a means for measuring its risk – we can now step…
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How to measure the Risk you’re taking with your investment
Standard Deviation & the Measurement of Risk We’ve understood the importance of Risk v’s Return, now let’s look at how you can measure that risk. In statistics, standard deviation is used…
Read moreInvesting isn’t just about the market – what you need to know
Structure Explains Performance Investing isn’t just about the stock markets, as we’ve already discussed diversificiation is key. In addition to the three factors or dimensions that explain…
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ABC of investing – Think Eggs and Basket
Diversification is Key When it comes to your investments and wealth, do you tend to have all your eggs in one basket? Through out this investment series we’ve looked at the different types…
Read moreTen tips for financial planning in later years
In this blog we are looking at ten tips for financial planning in later years. This is not about planning for your end. This is about planning for quality of life later on, free from the bother of…
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The Risky Business of Investing – what most don’t know
Risk and Return are Related Risk is one of the most avoided, least quantified and comprehensively misunderstood subjects by those working in the financial services industry. This is unfortunate because the primary purpose of investment professionals is…
Read moreSeptember Market Commentary 2013
Economics and politics often make uneasy bedfellows and so it was in August as the threatened US-led intervention in Syria depressed stock markets at the end of the month. In the UK, David Cameron suffered…
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Spend only what you can afford and save what you can
If we judge UK personal savings as still too low and overall consumer debt as still too high, then we are in a situation where a few reminders about not deluding ourselves about what we can each…
Read moreAre markets efficient enough for you to invest in?
Markets are Efficient We’ve looked at the value of Active Fund Managers v’s the Market, but what about the Markets themselves? Our core belief is that markets are “efficient” or rather sufficiently efficient,…
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Planning for retirement
This guide looks at some of the financial issues to consider when planning for retirement. Saving strategy How much you need to invest to fund your retirement will depend on a number of…
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