What’s the best thing to do when the markets are volatile?

  It’s instinctive to want to do something when we hear and read about markets falling. Often, however, the best response can be to simply do nothing. This video by our partners Dimensional Fund Advisors demonstrate the difference that having the right financial adviser can make during uncertain times.

The Difference the Right Financial Adviser Makes

    In 2017, one of our strategic partners Dimensional Fund Advisors conducted an investor feedback survey on behalf of financial advisers who work with them. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships. It also demonstrates how the right financial adviser plays … Continued

In Praise of Diversity

A guest blog for Serenity Financial Planning by Alistair Meadows, Investment Analyst at EBI Portfolios “You will always hate something in your portfolio. Really, really hate it”. James Osbourne (Bason Asset Management) October 2014. We often get communications from advisers telling us that they have clients who have concerns with regard to one (or more) of their … Continued

Business People Planning Strategy Analysis from financial document report Office Concept

Sustainable Investing – is it sustainable?

A guest blog for Serenity Financial Planning by Alistair Meadows, Investment Analyst at EBI Portfolios “Money is better than poverty, if only for financial reasons.” – Woody Allen Sustainable Investing is hot right now; a Google search reveals a plethora of SRI (Socially Responsible Investing) or ESG (Environmental, Social and Governance) funds in the pipeline as Fund Managers rush to meet demand … Continued

Man in sustainable investment concept

What is Evidence Based Investing?

A guest blog by Robin Powell, an award-winning journalist and financial educator. He blogs as The Evidence-Based Investor at evidenceinvestor.com. A phrase you may have heard about lately is evidence-based investing. You would have thought that, in investing, as in, for example, medicine or criminal law, everything is based on evidence as a matter of … Continued

evidencebasedinvestingserenityfinancialplanningbanner

Preparing For The Next Financial Crisis

A guest blog for Serenity Financial Planning by investment, retirement and platform research consultant Abraham Okusanya MSc of Finaytiq. A crisis is coming! In the coming years, there is going to be a major financial crisis! This crisis will bring capital markets across the world to their knees. There’ll be a lot of panic. Your … Continued

Economic turbulence and financial trouble and money adversity or economy crisis concept as a tree being blown by the wind and damaged or destroyed by the force of a storm as a business crisis metaphor with 3D illustration elements.

Behind The Scenes At Serenity: Our Investment Committee

Getting the right outcomes for our clients is vitally important to us and one area we don’t leave to chance is investing.   It’s a subject many people find complex and difficult to understand. Add in a healthy dose of jargon and some alarming media headlines and it’s no surprise we leave the decision making … Continued

investment-committee-nov2017

How to invest for success following the US presidential election

Assuming the US presidential election took place yesterday, this is how to position your portfolio – Andy Hart  You will all now know that yesterday (8 November 2016) was a historic day for our planet. The new leader of the free world was announced. So how should you position your portfolio in the light of … Continued

WASHINGTON DC US - Sep. 29 2016: Presidential elections in the US. Names of Clinton and Trump written in a directional road signs against american flag

Update: the knock on effect of the interest rate cuts

Following the Bank of England’s decision to cut interest rates to a record low of 0.25% at the beginning of August and the initial reaction to that from within the financial sector, the resultant effects continue to be felt over a month later. Cash savings accounts have been hit the hardest, with some banks making … Continued

Coins021