Investment | Financial Planning | Financial Education
A few days ago, a client emailed my colleague.
He assumed we’re incentivised to sell Dimensional Funds…
Acting as ‘estate agents’ earning fees from both landlords (fund companies) and tenants (investors).
Not surprising, given how ‘traditional’ financial services work…
But what’s so unique about DFA and our own approach is…
We simply believe in the evidence.
Here’s why.
Financial Planning | Financial Education
With technology taking over most areas of our lives…
Are robo-advisers taking over financial services?
I doubt it.
Investment | Financial Planning | Financial Education
Most people have heard of value investing.
Warren Buffett became a billionaire following this strategy.
But new research shows the names of many value funds are misleading.
And not all value strategies are created equal.
So before you decide this strategy is right for you…
Read on.
Investors generally want two things from their adviser.
To maximise returns.
And achieve their life’s ambitions.
But most clients also want something else.
Something just as important.
And it directly impacts returns…
Investment | Financial Education
This week, a reader asked this very question.
And I know why.
It’s against our nature to sit back and do nothing.
As investors, when markets are volatile…
We feel compelled to react.
But this is the last thing we should do.
Here’s why.
Investment | Pensions | Financial Education
Brexit has everyone in a tailspin.
UK nationals living in other countries feel especially vulnerable.
The uncertainty regarding their futures…
Not to mention UK pensions…
Hangs heavy over them.
Sound familiar?
The second leading cause of divorce is…
MONEY!
Whether it’s asymmetric earnings or excessive spending habits…
Money problems are marriage killers.
What can be done to sort this out before it’s too late?
Investment | Financial Planning | Financial Education
It’s no secret.
There is a huge trust deficit in my profession.
And with good reason.
Historically, ‘financial genocide’ against expatriates had been commonplace…
With poor performance, a lack of transparency, and sky-high concealed charges.
This baggage results in a question I hear time and time again.
“Can I trust my financial adviser”?
