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WEST meets (FAR) EAST – the stock market of the rising sun

WEST meets (FAR) EAST – the stock market of the rising sun

Sep 26, 2023

While many investors and fund managers are particularly fond of discussing (and investing in) American stocks, the Japanese stock market is almost completely ignored. Otherwise, for that matter, most stock markets exclude the US. Could it be that we are all fixated... read more
Buying shares for kids: a gift that keeps on giving

Buying shares for kids: a gift that keeps on giving

Feb 01, 2023

Many parents and grandparents worry about how to help the children in their lives achieve financial independence. Although the value of long-term investment can seem like a dry and complicated idea for kids to get their heads around.  In fact, many young people would... read more
Active vs Passive Investing

Active vs Passive Investing

Oct 13, 2022

As a financial planner, it is our privilege to help support clients to achieve their goals and objectives. Like all other professionals in your life such as your doctor, solicitor, accountant, we will ask a lot of questions to ensure that any advice we provide is in... read more
The Power of People

The Power of People

Aug 18, 2022

I’ve decided to ignore the noise of the stock market and every second person who believes they are an expert on inflation and interest rates. Instead, I will walk away from a such debate and discuss one of the four “Ps” in our approach to identify and invest in... read more
Market News for July 2022

Market News for July 2022

Aug 09, 2022

The Market rebounded strongly during the month of July with most global share markets in positive territory. Together with the US S&P 500 up 9%, Nasdaq up 12%, the UK FTSE 100 up 3.6%, the Euro STOXX 50 up 7.0%, and the Australian All Ordinaries up 6.9%. The... read more
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