Financial Plan Tag

If it escaped your attention that investment markets have been volatile over the past few weeks, then congratulations to you…..one of the key attributes of a successful investor, and retaining one’s financial independence, is not to look at your investments too often. If you’ve set...

In this update:  Market Ups and Downs … Quality not Quantity   Welcome to this financial planning update. Here we share some views on various topical points relating to financial planning. Market Ups and Downs …   The most dangerous words when investing are ‘It’s different this time…..’. Whilst the...

In this update: Keeping your costs in your sights … No economic or market predictions   Welcome to this financial planning update. Here we share some views on various topical points relating to financial planning. Keeping your costs in your sights …   If you go to the doctor when...

In this update:  Just because you don’t see the risks… Order and Chaos Equities Emergency Fund   Welcome to this financial planning update. Here we share some views on various topical points relating to financial planning. Just because you don’t see the risks…   I have of course met and...

In this update: Attention to detail On timeliness   Welcome to this financial planning update. Here we share some views on various topical points relating to financial planning. Attention to detail   Clearly, building and sustaining wealth is only going to be possible with healthy investment returns. What has been...

In this update: On Market Volatility Sound Financial Plan On Market Predictions Approach Remember the numbers Lessons from 2020   Happy New Year and welcome to this financial planning update. Here I share some views on various topical points relating to financial planning.   On Market Volatility   I hear all...