• Published On: January 18, 2024|2 min read|

    Plan don’t predict

    Don’t try to outguess and predict the markets—go with them, even when that means tolerating and being prepared to live through some short-term disappointments. Instead, have a plan - Odds are you’ll have a better investment experience in the long run.

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  • Published On: October 30, 2023|1 min read|

    The 10 commandments of investing

    In today's world, with inflation threatening our wealth, investing wisely is paramount. Amid the constant chatter of market trends and predictions, the "10 Commandments of Investing" serve as timeless principles to guide you. These commandments offer a roadmap for becoming a savvy and confident investor, focusing on essentials like compound interest, patience, and a clear plan. Join us as we explore these principles to help you secure your financial future and make your money work for you.

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  • Published On: July 30, 2023|4.7 min read|

    Midyear Market Review (July 2023)

    The halfway mark of the year is an excellent time to take stock of what happened during the first six months.  The first half of the year has given investors plenty to process—from banking turmoil to morphing yield curves to stubborn inflation prints.

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  • Published On: July 28, 2023|2.9 min read|

    
Tuning Out the Noise: The Importance of Ignoring Market Noise in Investing

    In the world of investing, staying focused on long-term goals and making informed decisions are essential for building wealth and achieving financial success.

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  • Published On: July 21, 2023|3 min read|

    Unraveling the Mysteries of Investment Risk: A Comprehensive Guide

    In this blog, we will explore the various types of investment risk that investors should be aware of to make informed decisions and safeguard their financial future.

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  • Published On: July 21, 2023|2.9 min read|

    Decoding Risk Appetite: How Financial Advisers Determine Client Risk Tolerance

    Determining a client's risk appetite is a critical step in crafting a well-suited and personalized investment strategy. Financial advisers use a combination of risk tolerance questionnaires, assessment of investment knowledge, consideration of financial goals, evaluation of the client's current financial situation, and understanding emotional factors to gauge risk appetite accurately.

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  • Published On: June 26, 2023|3 min read|

    Unlocking Your Financial Future: The Path to Wealth Mastery

    Achieving wealth mastery is a journey that goes beyond mere accumulation. In this blog, we'll explore the concept of wealth mastery and uncover the essential steps to unlock your financial future.

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  • Published On: June 15, 2023|3 min read|

    Maximizing Returns: The Importance of Minimizing Fees When Investing

    When it comes to investing, many individuals focus on choosing the right stocks or timing the market. However, one aspect that is often overlooked but can have a significant impact on your investment returns is minimizing fees.

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  • Published On: June 5, 2023|1.5 min read|

    Why we use Dimensional Fund Advisors

    Dimensional Fund Advisors (DFA) is an investment management company known for its evidence-based approach and long-term investment philosophy.

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  • Published On: May 26, 2023|2.9 min read|

    The Ups and Downs of Investing: A Humorous Journey

    Investing is often perceived as a serious and complex topic, filled with charts, numbers, and predictions. But who said investing can't be fun?

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  • Published On: April 19, 2023|2.5 min read|

    How Does a Financial Adviser Add Value?

    Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.

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  • Published On: September 20, 2022|2.4 min read|

    Balancing investment and inflation risk – Why time in the market is key

    There’s no proven way to time the market. Targeting the best days, moving to the side-lines to avoid the worst, or waiting for the market to ‘pick up before you invest. Missing only a brief period of strong returns can drastically impact overall performance. 

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  • Published On: September 16, 2022|3.5 min read|

    The rise in popularity of ESG investing

    ESG Investing (Sustainable Investing) is growing exponentially as more investors and issuers utilise ESG and climate data and tools to support investment decision-making.

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  • Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

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  • Published On: March 2, 2021|4.5 min read|

    Investing and Home Country Bias

    Home country bias happens when investors are over-exposed to domestic equities in their investment portfolio. Home country bias refers to investors' tendency to favor companies from their own country [...]

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  • Published On: September 3, 2020|4 min read|

    Goldilocks & the Bulls & Bears…. Is the Stock Market Just Right?

    Who would have predicted the stock market rising to record highs, in the middle of a recession, with US double-digit unemployment? At the close of March 2020, Warren Buffets Berkshire [...]

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  • Published On: March 1, 2020|3.1 min read|

    The Coronavirus and Market Declines

    The world seems to be watching with concern.The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective [...]

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  • Published On: February 27, 2020|2.8 min read|

    The Market Has No Memory..

    The below article is written by David Booth, the Executive Chairman and Founder of Dimensional Fund Advisers. I have worked in finance for over 50 years, and it seems [...]

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