Month: August 2021

Who do you work with best?

The clients we serve best have the following qualities: They work in partnership with us to make good financial decisions Our clients appreciate, that the advice of a highly qualified advisor is useless if not acted upon. The ultimate decision lies with them, and our role is to help them make it a good one.

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How often should I look at my portfolio?

Your portfolio represents your future. It is only natural to want to check how your investments are doing. How often you need to do this depends on the type of investor you are. Speculators who constantly buy and sell individual stocks will monitor performance frequently, perhaps daily. Those investing for the long term with robust

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What was in the money sections of the weekend’s papers? (09/08/2021)

Help tomorrow’s widows prepare for an income shock In this article for the Financial Times, former pensions minister Steve Webb summarizes why two alterations to the state pension mean widowed women might experience an income “shock” along with bereavement in retirement. Among many mathematical examples, he encourages no couple to make any assumptions about the assistance available to

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