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Blog

We publish a new blog every week – a quick read delivering inside views and comment from our wealth planning team. Read them here or sign up to have them delivered to your inbox by email.


The office is closed…23rd June 2017

23rd June 2017 | Carolyn Gowen | Category: Blog | 1 minute read

There’s a lot of talk at the moment about the next stock market crash, and whilst history tells us there will be another one at some point, if you really knew when, why would you waste time telling everyone about it when you could be making your fortune? Anyway, when the next downturn happens, remember

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Evidence based investing: You’re never too smart to learn

23rd June 2017 | Carolyn Gowen | Category: Blog | 2-3 minute read

  “Unless you try to do something beyond what you have already mastered, you will never grow.” Ralph Waldo Emerson   We are NOT passive investors People often assume that our investment philosophy is a ‘passive’ one investing solely in index funds as we don’t employ actively managed funds within our client portfolios, or attempt

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What we do: Elegant simplicity – making the complex simple

16th June 2017 | Carolyn Gowen | Category: Blog | 2-3 minute read

“Everything is both simpler than we can imagine, and more complicated that we can conceive.” – Goethe   Life is complicated enough   Our clients lead busy lives. The last thing they need is more complexity. They often come to us precisely because they need to reduce that complexity.   By removing the worry about

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The office is closed…16th June 2017

16th June 2017 | Carolyn Gowen | Category: Blog | 1 minute read

  How not to raise a spoiled brat. One of the discussions we often have with clients with young children is about the challenge of raising children when you are a first generation wealth creator. As this article illustrates, sometimes parents find it extremely difficult to relate to their children as their childhood experiences are

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The office is closed…9th June 2017

9th June 2017 | Carolyn Gowen | Category: Blog | 1 minute read

Well, it’s ended up being an ‘interesting’ week, hasn’t it? Here are a few distractions for you….   Charts don’t always show the full picture – [3 min read]   I’ve recently started to study the Stoics. One of their philosophies was the practice of Inversion. Interesting stuff when applied to our daily lives. [4

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Time to think

9th June 2017 | Carolyn Gowen | Category: Blog | 1 minute read

“The third-rate mind is only happy when it is thinking with the majority.  The second-rate mind is only happy when it is thinking with the minority.  The first-rate mind is only happy when it is thinking.”  A.A. Milne Robert and I recently attended two conferences in the US.  Taking time out of the office to

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The office is closed…2nd June 2017

2nd June 2017 | Carolyn Gowen | Category: Blog

Why you never want to purchase leveraged ETFs [3 min read]   Florence Nightingale invented infographics, apparently – who knew? [3 min read]   One from the archives – a vintage interview with Nobel laureate Eugene Fama from 1999. [20 min video]   Millionaire tells millennials: if you want a house, stop buying avocado toast

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Books I read in….. May 2017

1st June 2017 | Carolyn Gowen | Category: Blog | 5 minute read

My book choices this month were a lot more upbeat than my April selection, which made for a happier month all round.  Something I think I need to bear in mind!   Management Lessons from Mayo Clinic (Inside one of the World’s most admired service organisations) –  Leonard L. Berry and Kent D. Seltman  A

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The office is closed 26.05.2017

26th May 2017 | Carolyn Gowen | Category: Blog | 1 minute read

This week’s blog covers a subject close to our hearts: Costs  [2 min read]   Chairman and co-founder of Dimensional Fund Advisors, David Booth, reminds us that successful investing involves not just following the evidence, but having the discipline to stay the course when times get tough in his letter to investors reflecting on the

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No hidden surprises

26th May 2017 | Elaine McErlean | Category: Blog | 2 minute read

If you have ever ordered a new car you will know how difficult it can be to reach the point where you find out how much you actually need to pay.  An endless list of choices: upholstery, in-car entertainment, sat nav, not to mention paint…. PAINT?  Isn’t that a fundamental component?  Only if you want

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