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December 21, 2024

A Cautionary Tale of the Billionaire Who Knew the Price of Everything but the Value of Nothing

Hetty Green mastered the art of building wealth, but missed the opportunity to live well with it. 
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December 21, 2024

A Fantastic Year for Markets 

As we reflect on the markets perfomance during 2024 we consider if next year its time for you to take your profits or stay invested.
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November 30, 2024

How to Embrace Change

Change shakes our sense of stability. Whether it’s the end of a relationship, a career shift, or moving on from a "forever home" the unknown of what lies ahead fills us with fear.
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November 29, 2024

The Crowd or the Expert: Where to Place Your Bets

I’ve learnt over many years not to base my predictions on individual opinions, regardless of how informed or well-placed the expert giving them. Instead, I place substantial weight on the betting markets, which embody the aggregation of collective wisdom.
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October 31, 2024

Budget 2024: Debunking the Three Big Fears That Didn’t Materialise

This month, all eyes have been on the new government's first Budget. This blog highlights the three big fears that fuelled speculation around the Budget and whether they have become a reality.
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October 31, 2024

Lessons from an Investment Giant

For complex decision making regarding your financial future, relying on the Buffett Index, or any single metric, can be misleading. For us, precision not prediction is the key to successful financial planning.
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September 27, 2024

Here’s How You Can Retire and Launch Right into a Passion with Purpose

If you have ever had an idea, a passion or a skill that lights you up, retirement might be the perfect time to explore it.
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September 27, 2024

Financial Fitness: How Couples Who Plan Together Can Thrive

Over the years, I have learned a thing or two about how working together as a couple can create benefits that extend far beyond the numbers.
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August 29, 2024
August 29, 2024

Are Flash Crashes on the Rise? What Investors Should Know About Volatility and Recovery

It has been a rollercoaster few weeks on the stock market. ‍A dramatic plunge was followed by a strong rebound, resulting in one of the best weeks of 2024 so far. ‍But this turmoil has left many of you wondering: “are markets more volatile at the moment?” 
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