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Tag Archives: Investment Planning
Investment Planning – “When Cash Beats a Portfolio”
I am glad to be part of Matthew Vincent's comment piece "When Cash Beats a Portfolio" in Saturdays FT on 24 September 2011.....Is there any financial advisor out there that would pay over 2% per annum for a well diversified risk benchmarked portfolio never mind one that has a less than 50% chance of beating cash over the longer term? If the answer is no then I don't see why clients should be "advised" (read "sold") into such portfolios.
Posted in Blog, Investment Planning Also tagged independent financial planning, investment advisor Comments closed
Investment Planning – Living with Volatilty
The current renewed volatility in financial markets is reviving unwelcome feelings among many investors—feelings of anxiety, fear and a sense of powerlessness. These are completely natural responses. Acting on those emotions, though, can end up doing us more harm than good. Our investment planning service is built on evidence from leading financial academics and where a financial advisor can add real value can be viewed here.
Investment Advice – Not the Ryanair of asset management
But the analogy to Ryanair doesn't really work as it is not low cost - 1% per annum for a concentrated mainly buy and hold portfolio is expensive and whilst air fares vary in price I don't suppose they vary as much as 10 or 25 times which would be the case if £100,000 or £250,000 was invested instead of £10,000. It is the same flight at the end of the day!
Posted in Blog, Financial Planning, Investment Planning Also tagged Financial Planning, investment advice Comments closed
Great Investment Planning Videos
I would like to thank Vanguard for allowing me to use two of their investment fundamentals videos on my site. These short videos are by two great investment gurus Charles Ellis and Burton Malkiel and can be viewed here. As well as discussing what good financial planning and investment planning looks like, they also discuss how a financial advisor can add considerable value.
Posted in Blog, Financial Planning, Investment Planning Also tagged financial advisor, Financial Planning Comments closed
Financial Planning – No Punting Needed!
There is a far superior alternative - taking independent financial planning advice. Financial planning is about helping clients achieve their financial objectives and if done properly should put clients firmly in the driving seat rather than bad advisers/conventional wisdom press enjoying or exploiting a clients/readers ignorance!
Posted in Blog, Financial Planning Also tagged Financial Planning, independent financial planning Comments closed
Investment Planning – The ETF Tax Sting
Exchange Traded Funds (ETFs) are a low cost and increasingly popular way of investing in the markets but potentially come with a tax sting unless they have reporting or distributor status.
Investment Management – How Important is a Star Fund Manager
Whilst it is an easier sell promoting the star fund manager I think a client is far better served if their adviser focuses on helping them achieve their financial objectives and adopts successful investment planning strategies.
Investment Planning – Embracing Imperfection