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Study of athlete’s finances shows why financial planning is so important for the rest of us
Whilst many of us may imagine that highly paid professional athletes have little need to worry about their future incomes, a study into the finances of professional sports people in the US has suggested otherwise. Despite…
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10 New Year’s Resolutions for your Financial Planning
The economies on both sides of the Atlantic might be showing clear signs of an upturn as we start the New Year, but that doesn’t mean we can suddenly afford to ignore our personal financial planning. So in the…
Read moreOur Financial Predictions for 2014
When we compiled our predictions for 2013 we started off by saying ‘when you look ahead to 2013 your glass could be half-full or half-empty.’ At the time the US was teetering on the edge of the…
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December Market Commentary
Click click merrily on high – the virtual tills are ringing The Guardian’s bid for Financial Headline of the Year brought down the curtain on ‘Black Friday’ and heralded ‘Cyber Monday.’ Black Friday is the…
Read moreAutumn Statement 2013
Introduction David Cameron – freshly back from his trade mission to China – looked on encouragingly as Chancellor George Osborne delivered his Autumn Statement. But how his mind must have drifted back to the delights of Shanghai……
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All that glitters isn’t gold….(or silver!)
Is gold or silver assets something you should invest in? Many people think so, though I’ve never been convinced. I’m not alone. Warren Buffet, one of the world’s foremost investors doesn’t think so either. Those who do…
Read morePut the big rocks in first
A university professor stands in front of his class of eager students with a large glass jar on his desk. He informs the class that the jar is, in fact, a symbol of their life and the time they…
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A Beginner’s Guide to Inheritance Tax
Inheritance Tax is due in the UK when a person’s estate – their property and possessions – is worth more than £325,000 when they die. This figure is called the ‘Inheritance Tax Threshold’. The rate of Inheritance…
Read moreTen 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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5 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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