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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…
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When 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…
Read morePension 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…
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Six 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…
Read moreAre 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…
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Is 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…
Read moreLarge 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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“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…
Read moreOctober 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…
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3 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…
Read moreHow 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…
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Investing 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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