Value investing – where did the value go?George Cliff will also host a webinar on this topic from 10:00am on12 November. Register for the webinar It’s no secret that the last 20 years have been a troubling time for Value investors. Historically championed by some of the best and brightest in the industry, and…
Client Satisfaction Survey – The ResultsKeeping up to date is key to staying ahead of the game, and the recent results of our first ever client satisfaction survey have given us a deep dive into the most pressing concerns of our clients as a snapshot of the IFA market. Clients were asked 15 questions in…
It’s ‘time to stop the timing’, escape the prison of indecision & reap the benefits of pound cost averaging. While investment markets fluctuate wildly, almost on a daily basis, and doom and gloom pervades the news, it’s understandable why new investors, as well as existing ones about to top up their portfolios, feel nervous about…
I’m an investor. Get me out of here!As individuals, we each have a unique approach to investing. Yet many of us are unaware of how our behaviour and our biases can affect our financial goals. In times of distress, we can all too easily let our emotions get the better of us, allowing impulse to…
Although at times distressing, the ups and downs of investing are simply part of the journey and something any good financial plan will consider. It is always very difficult to approximate when things will fully recover following a fall but the history of falls and crashes can tell us a lot about the relationship between…
Spotlight on… Technology with Neil Harding, Clever’s Lead Developer Neil Harding, Lead Developer at Clever talks tech with us and about the past, present and the future. Q: When did you join Clever? I joined in October 2013, seven years ago or so, and at the time I was the sole developer. When…
In this article we question the reliance on market research and analysis by the investment industry and advice market. As technology develops, opinion matters less and the facts build the only story we need to listen to. The reality is that things change. That’s a fact of life. And it’s especially true for technology affecting…
A good time to be diversified Diversification is one of the most important components for reaching your long-term financial goals whilst reducing risk. Diversification is a technique used to reduce risk within a portfolio by allocating capital across various financial instruments and asset classes (Equities, Bonds, Property etc). This is ever more important in the…
Buy Low and Buy High: Don’t time the market, you’ll miss the good stuff ‘Buy low and sell high’ is possibly the oldest and most famous adage in investing. The panacea of making money in the stock markets. Incredibly easy to say, not so easy to do. It all comes down to timing. Timing the…
Reflecting on the past to build the future What I’m writing to you about today is what we can learn from the past, what our traits are as human beings and what the future might bring. Or put another way – history, anthropology and future opportunities. Let’s start with history. V-J Day Celebrations Church bells rang out in celebration. People of…
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