by CL13NTC4R3 | May 11, 2026 | Uncategorised
Investing is both a science and an art. The science of investing can be learned in books, the classroom, and by following your curiosity online. Understanding inflation, interest rates, asset allocation, and legislation gives you the foundation for becoming a...
by CL13NTC4R3 | Apr 17, 2026 | Uncategorised
At the start of the year, we cautioned that after three strong years in the stock markets, investors need to have realistic expectations about near-term returns and be prepared for a period of possible market declines. The exact timing and reason for the decline were...
by CL13NTC4R3 | Feb 16, 2026 | Uncategorised
The 10-Year Test You’ve done the hard work of creating a workable financial life plan that accounts for your current circumstances and future goals. You’ve implemented it using evidence-based, well-diversified investment portfolios. Now imagine you cannot...
by Ben Charlton | Sep 18, 2024 | Uncategorised
Having family spread all over the world makes life interesting and challenging in many ways. My wife and I are currently in London as we have children in the UK and I have some clients to visit. Landing at Heathrow I get the normal enquiry on the reason for my visit....
by Ben Charlton | May 15, 2024 | Uncategorised
Investing in the financial markets can be daunting, especially when faced with the unpredictability of market fluctuations. However, there’s a strategy that can help mitigate this uncertainty and potentially outperform fund performance over the long term: investing...
by Ben Charlton | May 8, 2024 | Uncategorised
Starting lifestyle financial planning early is akin to adopting a healthy diet and exercise routine at a young age. Just as these habits contribute to a longer, healthier life, proactive financial planning enhances both your financial health and overall quality of...
