In: Financial Planning

Monkeys beat money managers at selling stocks

Princeton University professor Burton Malkiel famously claimed in his bestselling book, A Random Walk Down Wall Street, that “a blindfolded monkey throwing darts at a newspaper’s financial pages could…

Read More

Focus on your long-term plan

As much as my RockWealth colleagues and I try to encourage investors not to be unnerved by it, we realise that…

Read More

Worrying about the markets achieves nothing

For whatever reason, stock markets often go on a bit of a winning streak in the run-up to Christmas. But it’s…

Read More

Read these 6 books to learn all you need to know about investing

It’s almost that time of year when thoughts turn to resolutions for the 12 months ahead. Financial resolutions are always among…

Read More
financially secure retirement

Are you on track to a financially secure retirement future?

When you are at the point of retiring, the new pension freedoms have opened up all sorts of alternative strategies to…

Read More
financial issues

How prepared are you for any financial shocks?

The typical household today looks very different from the traditional image of a working family made up of one primary breadwinner…

Read More
financial goals

Financial Fitness

Time to track and celebrate your wealth goals? With the Christmas festivities now a distant memory, money matters are firmly on…

Read More
financial planning for retirement

Why being over 40 is the new mid-20s

Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as they…

Read More
financial goals

6 Reasons to Review your financial needs and goals

Take the time to think about what you really want from your investments You need to consider what you really want…

Read More
financial future

Funding your future lifestyle

Think about the level of risk you might be willing to take with your hard-earned cash We all dream of a…

Read More
long-term saving

The bank that likes to say ‘yes’

Repeated payouts to children could have a detrimental impact on your own long-term saving Many parents who are in a position…

Read More
Individual Savings Account

ISA returns of the year

Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means,…

Read More
personal financial plan

Family Succession planning

Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of…

Read More