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.
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
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
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
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
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
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
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
How would you rate your risk tolerance? Are you the kind of person who would happily opt for ‘double or nothing’ on a TV game show if you’d won the value of your home, or do you prefer to forsake the chance for greater reward in return for peace of mind and a greater degree … Continued
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
