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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
New Year tips for investors from a behavioural scientist
By JOE WIGGINS The notion of a New Year’s resolution now seems more associated with lofty aspirations and hasty failures, rather than substantive and prolonged change. Yet for investors caught in the daily cacophony of market volatility, financial news and perpetual...
Does your bank deserve your custom?
By LESLEY GREGORY It’s been said that you’re more likely to change your spouse than your bank. But, as you run the ruler over your personal finances, ask yourself whether your bank has been doing the right thing by you. There’s...
Nine money rules to live by in 2020
By LESLEY GREGORY There’s a big dose of uncertainty out there as we approach the new year – about Brexit, about the impact of climate change, about what Mr. Trump will do or say next. That’s showing up in consumer sentiment...
Learn to embrace the challenges
By JASON BUTLER When I was a teenager in the early 1980s, I loved watching the quirky 1960s series The Twilight Zone. In the episode A Nice Place to Visit, small-time gangster ‘Rocky’ Valentine is tired of missing out on the...
Beware private equity funds that muddy the waters on performance
By PRESTON McSWAIN, from Fiduciary Wealth Partners We think most anyone would agree that you can’t compare apples to oranges. We also think most people in the investment world would agree that the following comparison would be a chart crime. ...
Get over your investment regrets. Everyone has them
Regret has been cited by Nobel laureate Daniel Kahneman as probably the greatest enemy of good decision-making in personal finance. Investment regrets are often the driving force behind panicky attempts to time the market, buying at the top or selling at the...