by James Ferreira | Aug 31, 2020 | Uncategorized
This month, I wanted to touch on a rather gloomy topic focussed at business owners who have dedicated their lives to building their businesses. Owners who have a significant portion of their wealth tied up within their businesses carry the risk that should they pass...
by James Ferreira | Aug 2, 2020 | Uncategorized
This month, I wanted to touch on something that may often be overlooked or merely accepted when comparing two different investments, namely, what a 1% difference in returns can amount to over a long-term investment period. As independent advisors, a large part of the...
by James Ferreira | Jul 1, 2020 | Uncategorized
Bond Jargon: Before we get started, let’s quickly run through the basics. When reading articles or listening to fund managers getting into the swing of things, some of the terminology used may be confusing. Below are the key terms you may have come across when looking...
by James Ferreira | Jun 1, 2020 | Uncategorized
Having a comfortable retirement is a common goal we all share. For me, it would be being able to wake up every day in retirement knowing I have enough money not to have to worry and being in a position to allocate my time to those activities and people that mean the...
by James Ferreira | May 1, 2020 | Uncategorized
We received another brilliant article written by Victoria Reuvers of Morningstar around the behavioural issues we tend to subconsciously fight as investors, especially during times like these. Most articles published in the press over the past few weeks have been...
