Category Archives: News
Fund charges explained
‘Value is what you get, cost is what you pay’, or something like that, but when it comes to fund charges it’s not exactly clear. Murky doesn’t even come close so I’m going to try and clear the muddied waters a … Continue reading
Haircuts, holidays & time horizons
Imagine you are sat at the hairdressers (guys read barbers if that’s your thing). It’s Saturday morning and there’s a bit of a queue. You read the newspaper/Heat/OK/GQ/What Car? (delete as applicable). You play on your phone, look around at the kid … Continue reading
The Espresso Portfolio
When you haven’t got much capital of your own, the road to financial security can seem long, hard and complex, but the truth is that wealth building is relatively simple. All it takes is time and the price of a cup … Continue reading
Is it wise to follow stars?
One of the UK’s most popular active fund managers, Richard Buxton, announced last month he is leaving Schroders for Old Mutual. His £3.5bn UK Alpha Plus Fund has performed well by conventionally accepted standards and is ahead of its FTSE … Continue reading
It will never happen to me…
I suppose that after more than 30 years in financial services, I could say that I have seen and experienced more financial ups and downs with clients than most. From my first days back in 1979, it was a lesson … Continue reading
