Posts By: George

Financial Shocks

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There are many risks in life; when we get into the car and drive this could be risky; when we own a house there are risks that things can go wrong Recently I have been writing about what is important to us, and how we can create achievable goals. There are many risks in life; […]

Why plans are important?

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When I started working my godfather offered some advice; “save as much money as you can”. I took his advice and over a few years invested in several ten-year investment plans. As time moved on the amount of money I had grew, and it became central to everything I did. By the time the dot.com […]

Vive la France!

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Having spent some time with European Fund Managers there is the inevitable discussion about European politics and the risks for investors. There are four key events facing Europe this year: 15 March – Netherlands Elections 31 March – UK triggers Article 50 7 May – French Presidential Elections 24 September – German General Elections At […]

Understanding how you can benefit from your pension fund

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Apples and pension freedoms carry similarities 2015 saw radical changes to the way pension benefits could be paid in retirement; suddenly it seemed everything was much simpler. I still remember the headlines the next day about using the pension fund to buy that yacht or sports car you had always dreamed about. It is worth […]

The age-old question…

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The point is that we are living longer; yet we still expect to retire at the same age as our parents or grandparents. There seems to be a gap in reality where we think we can still retire at 60 or 65 and be able to fund a retirement of perhaps 30 years! It’s easy […]

A life less complicated

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to be a good investor you need the time, energy and patience/discipline to make it work; for many of us we simply don’t have that Every day we take risk without considering the consequences. Interestingly almost every action we take carries risk; the list below from besthealthdegrees.com considers the chances of fatality from some normal […]

Santa baby, slip a rally under the tree, for me

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Every year I read about the Santa Rally; this is a period which “sees share prices fly higher than a sleigh in a snowstorm”. Yet despite all the predictions and statistics I am not sure I have ever experienced such a thing. When I look at the figures, December seems to be a dull month […]

What’s going on?

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Despite a challenging start to the year we have seen five consecutive months of positive returns across the portfolios. However, through this period of heightened volatility in 2016 the benchmarks have outperformed the portfolios, and in this blog I want to explore the reasons for this. Fixed Interest We have advocated for some time that […]

What a difference a week makes

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The last week post BREXIT has illustrated several key investment truths: The performance of individual shares and sectors can diverge significantly from overall market returns There are huge benefits to having a diversified portfolio of global assets As the events on Friday unfolded certain stocks were punished – Barclays and Lloyds both down over 20% […]

Cameron Gate

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the truth behind the headlines paints a very different picture Over the last few days, Cameron Gate has made gripping headlines pointing to some heinous crimes; £50,000 worth of expenses, £200,000 of inheritance tax avoidance, tax reduction and even worse someone who has earned over £1 million. But the truth behind the hysteria paints a […]