In: Investing

Don’t be fooled by conviction

All sorts of possible cures have been suggested for the ills of active fund management. Cutting fees is surely the most…

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Following the herd is a false comfort

Traditionally, behavioural finance has focused on biases. Every propensity we have as investors to act irrationally has had a label attached…

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Why it’s even harder for active investors to maintain their discipline

Fund house marketers know just the right buttons to press and when to press them. This is not to judge them…

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investment trusts

Investment trusts

Public company aiming to make money by investing in other companies An investment trust is a public company that raises money…

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lifestyle financial plan

Investment objectives – a lifestyle financial plan

Protecting your wealth from market ups and downs A lifestyle financial plan has no value unless it is properly implemented through…

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What’s a journalist doing at a financial planning firm?

This is such an exciting moment for me — the start of my very first post for the RockWealth blog, having just…

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financial plan

Making solid financial resolutions

Grow your money and live the life you want The New Year is the perfect time to overhaul your life for…

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inflation uk

Savings black hole

Inflation set to erode Britain’s £60 billion cash savings Millions of Britons could see their savings shrink, as they don’t know…

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stocks and shares isa

5 reasons to open a Stocks & Shares ISA

Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts (or ‘ISAs’). Low interest rates…

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cheltenham ifa services

Get ‘wrapped’ up

Autonomy to make your own investment decisions Some people don’t want a pension company deciding how their pension savings are invested…

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investment trusts

Investment trusts

Public company aiming to make money by investing in other companies  An investment trust is a public company that raises money…

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investment objectives

Investment objectives – a lifelong process

Protecting your wealth from market ups and downs If you’ve got a sufficient amount of money in your cash savings account…

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is my investments safe

Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities are…

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building an investment portfolio

Origins of wealth

Turning a vision into reality We understand that no two people are alike and that each of us will have a…

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investment strategies

Income investment strategies

Investment strategies: Yield on equities and corporate bonds look understandably attractive People are living longer. Simple demographics mean that supplementary income…

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successful investing strategy

A little today, a lot tomorrow

Successful investing strategy Managing investment risk during turbulent markets A common mistake that some investors make is not diversifying their portfolio…

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sustainable investing

Sustainable investing

Strategies to meet some of the most pressing global challenges ahead Sustainable investing has gathered momentum across the world in the…

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best investment options

Choosing investments

Best investment options  What you need to know to become a more confident investor Before you choose or make any investment…

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investing money

What investment approach is right for you?

Investing Money  Your decision can have a big impact on your returns Should you invest all of your money in one…

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investing advice online

Investing during market volatility

Whether seeking income, growth or both, there are some basic rules to follow Volatile financial markets are an inevitable part of…

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keeping investments safe

Financial strife

Keeping your investments safe After nearly a decade of low interest rates and central banks pumping money into financial markets, traditional…

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post brexit

Investment matters post-Brexit

Facing new challenges at every turn to meet long-term objectives We are now living in a more uncertain world. As correlations…

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investors

Savvy investors

Time to get wrapped up? How to shelter income and capital gains For long-term investors, Individual Savings Accounts (ISAs) are a…

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investment goals

Are millennial investors facing a perfect storm?

Looking at the mismatches between expectation and reality Depressed wages, escalating living costs and a struggling global economy – millennials have…

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investing advice cotswolds

Investing for success

Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique…

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Investment Risk Brexit

Our Mixed Up, Messed Up Relationship with Investment Risk

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over) Whether it’s the recent destruction wrought by…

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Total-Return Investing

Investing for Retirement Income: Part III: Total-Return Investing for Solid Construction

As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to dividend-yielding stocks or…

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investing for retirement

Investing for Retirement Income: Straw, Sticks or Bricks? – Part 1

Part I: Dividend-Yielding Stocks – A Straw Strategy If ever there were an appropriate analogy for how to invest for retirement,…

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investing advice

Investing for success

Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique…

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retirement advice

Realising life-long ambitions

You now have more options than ever before to help you find a solution For many people, retirement now represents an…

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reasons for investing

Reasons for investing

Taking a long-term view to wealth creation Stock markets can be unpredictable. They move frequently – and sometimes sharply – in…

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allocating wealth

Allocating wealth

One of the most important investment decisions you ever make How you choose to allocate your wealth between different asset classes…

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investment strategy

Creating an investment strategy

Allow your lifestyle to dictate your investment approach To make the most of your investment opportunities, allow your lifestyle and not…

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types of investment

Main types of investment

Understanding asset classes There are four main types of investments, known as ‘asset classes’. Each asset class has different characteristics and…

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new year financial goals

New Year’s resolutions

Setting goals for saving and investing Have you made your New Year’s resolutions? Considering that the most common topics are health and…

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investments

Don’t panic

Overvalued Chinese shares come to a shuddering halt after hitting a seven-year peak In August, the Chinese Government attempted to stimulate…

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investing money

Investing Money

Investing Six Investment principles to consider [lead_block class=”” title=”” text=”Successful investing involves making choices that meet your unique needs today and…

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