In the last year, clients have been concerned about how the pandemic would affect their portfolio and wondered whether to stay in the market or bail. As I discussed this…
In recent years, robo-advisors have grown in popularity as a low-cost investment tool. Based on your answers to an online questionnaire looking at your risk tolerance, time horizon etc., robo-advisors…
What’s the difference between a mark-up and a profit margin? How important is it to get it right? A mark-up is the amount that you determine to put on top…
As you are undoubtably aware, the Russian invasion of Ukraine has continued to intensify with no end in sight. Russia’s apparent goal has gone from occupying a couple of relatively small…
My wife and I agree on most things, but when it comes to putting together a monthly budget, it can be a challenge. Our financial styles are different, one being…
My son recently graduated and is starting his first professional job. After years of being a college student, he feels flush. As he begins to establish his new adult life,…
“He that can have patience can have what he will.” ― Benjamin Franklin With stock markets exhibiting volatility this year, many investors have found it difficult to weather the ups…
A recent BBC article quoted analysis by the Resolution Foundation, who in turn had used data from the British Chambers of Commerce (BCC), that around 9 million employees have been…
In September 2018, UK Chancellor Philip Hammond announced that an Expert Panel would examine the competitive landscape in the digital marketplace in order to assess whether new polices are needed…
