Welcome our blog. This is where we share thought-provoking, no-holds-barred opinions and commentaries on all things retirement income, financial planning and investing!
Recommended Summer Reading for Advisors
Summer is upon us. If you're looking for what to read during your holiday, here's some of the best books I’ve read so far this year and some of the thought-provoking bits for each book. 1. Stay The Course: The Story of Vanguard and the Index Revolution by John C Bogle...
We lost a legend in St. Jack Bogle!
The news of the passing of legendary investor Jack Bogle nearly brought a tear to my eye. I’ve personally never even met St. Jack (as he's endearingly referred to) yet the man still had an immense impact on my life and career and I know many advisers will feel the...
2018: An Uneventful Year for Asset Class Returns
Contrary to what you might have read in the papers, 2018 was a pretty uneventful year for the UK stock market - and indeed, the global market as a whole. While the financial media appears to be up in arms about the negative return experienced by most major stock...
Cambridge University’s Professor Elroy Dimson to speak at Science of Retirement Conference 2019
We’re delighted and honoured to announce that Professor Elroy Dimson from Cambridge University will deliver a keynote at the Science of Retirement Conference on Thurs., 28th February 2019 at the Science Museum, London. Jack Bogle once said that ‘investment...
The less you look (or the best managed volatility strategy in the world)
<blockquote class="twitter-tweet" data-lang="en"><p lang="en" dir="ltr">If you wish to lower the volatility of your portfolio, stop looking at it so often.</p>— Rick Ferri, CFA (@Rick_Ferri) <a...
Robo-advice and the art of growing customers for the competition
‘We have been growing customers for General Motors’ observed Lewis Crusoe, a vice-president of the Ford Motor Company in the 1950s. Mr Crusoe was talking about a well-known problem at the company; low-income Ford owners were trading up to a medium-priced...
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