by Admin | May 7, 2016 | academic approach to investing, Active v Passive, arithmetic of active management, asset allocation, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, diversified portfolio, Efficient Markets, Evidence Based Investment, Factors of investment, financial planning, Financial Planning, Index Investing, ineffectiveness of active fund management, investment, lack of predictability, Lessons from past financial crises, Market timing, passive investment, retirement planning
If you’ve been investing for a while, it is very likely you’ve heard the “Sell in May and go away” adage many times. This time every year, all major financial media outlets publish their own pieces on it. The recommendations in such articles range from “it is nonsense...
by Admin | Feb 29, 2016 | academic approach to investing, asset allocation, Brazilian real, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, currency risk, diversified portfolio, Efficient Markets, Evidence Based Investment, exchange rate risk, Factors of investment, financial planning, Financial Planning, foreign exchange risk, fx risk, investment, lack of predictability, Russian rouble, Sale, South African rand, Turkish lira, Uncategorized
For many years, interest rates have been extremely low in the UK and most other developed countries. If you are living abroad and your new country’s interest rates are much higher than back home, it is natural to think about ways to capitalise on the difference. The...
by Admin | Feb 24, 2016 | academic approach to investing, Active v Passive, arithmetic of active management, asset allocation, cfp. chartered financial planner, Cheshire, chris wicks, chris wicks cfp, ChrisWicksCFP, Efficient Markets, Evidence Based Investment, Factors of investment, financial planning, Index Investing, ineffectiveness of active fund management, investment, lack of predictability, Lessons from past financial crises, Market timing, passive investment, Professor Kenneth French, retirement planning, Sources of financial advice, William F Sharpe
Whether you support Leave or Remain, you may be wondering how leaving the EU (or staying in) can affect your investments. Will British stocks underperform if the UK leaves? Will the pound continue to be under pressure until the June referendum, but recover if people...
by Admin | Jan 16, 2016 | A step by step approach to producing a financial plan, academic approach to investing, Active v Passive, arithmetic of active management, asset allocation, chris wicks cfp, ChrisWicksCFP, Dimensional, early retirement, Efficient Markets, Evidence Based Investment, Factors of investment, financial planning, Index Investing, ineffectiveness of active fund management, investment, lack of predictability, Lessons from past financial crises, Market timing, passive investment, Professor Kenneth French, retirement planning, William F Sharpe
Following a multi-year rally, 2015 wasn’t particularly successful in the global markets and, so far, the start of the new year hasn’t been any good either. The UK’s FTSE 100 index is below 6,000, lowest in more than three years. It’s times like this when various...
by Admin | May 12, 2015 | A step by step approach to producing a financial plan, academic approach to investing, Active v Passive, arithmetic of active management, asset allocation, cash flow based modelling, cfp. chartered financial planner, Cheshire, chris wicks cfp, ChrisWicksCFP, Efficient Markets, Evidence Based Investment, Factors of investment, financial planning, hidden costs of investment, Increased ISA Allowances, Index Investing, ineffectiveness of active fund management, investment, lack of predictability, Lessons from past financial crises, Market timing, passive investment
What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no-one knows what...
by Admin | May 6, 2015 | A step by step approach to producing a financial plan, academic approach to investing, Active v Passive, asset allocation, cfp. chartered financial planner, chris wicks cfp, ChrisWicksCFP, Efficient Markets, Factors of investment, financial planning, Retirement Options, retirement planning
Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. In blue skies and open highways, flimsy city sedans...
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