Another great question from a reader.
Let’s be honest, it’s what we’re all thinking.
It’s one of THE most important questions when it comes to financial advice.
So is hiring an adviser worth it?
My answer might surprise you.
Many of us own property back home.
Some of us have mortgages on our expat homes too.
While most expats rent...
Emotionally, it often feels we should be buying.
Which one leaves us financially better off?
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.
With technology taking over most areas of our lives…
Are robo-advisers taking over financial services?
I doubt it.
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…
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…
This baggage results in a question I hear time and time again.
“Can I trust my financial adviser”?
£10 million is a lot of money.
For most, it seems impossible to accrue.
But it can be done…
With discipline and a plan of action.
Many investors yearn for face-to-face advice.
Personalised service from someone they can ‘trust’.
Evolution makes us this way.
But it also makes us bad investors.
Here’s why face-to-face advice may be the most expensive mistake you ever make…