Articles

Small caps tend to do very well for your money over the long run. But they’ve not come out to play in recent years –…

Cashflow modelling exists to literally ‘Show [you] the money!’ Remember that old film about the ethical sports agent, Jerry Maguire? He must get his only…

Retirement is more than not working. It’s a massive change to your way of life; and saving is a way to get there. Stressful for…

Back in 1980 China was bottom of the investment list; a closed country – yet to experience economic development, let alone concerts by pop giants…

The question of investment risk is one that plays out in every area of life. We all make some 3,000 decisions a day. Cross the…

There are plenty of different choices when you invest. Shares or bonds, income or growth … and drip feed or lump sum investing. The latter…

What we call the great wealth transfer is coming… Inheritance is getting bigger. Research says it will form an ever-increasing part of current and future…

Capital gains tax is one of many tax-based challenges in life. That’s for those paying it of course. The Government loves it – and estimate…

When it comes to corporate bonds, American political consultant James Carville said it best: “I used to think if there was reincarnation, I wanted to…

If you view politics as entertainment, you might be enjoying the general election. But amidst the distraction and diversions of campaigning, there are some interesting…

Evidence based investing is the First Wealth way of doing things, and it is widely viewed as the way to go. But financial markets once…

The active or passive investments discourse has a long history. There’s an old saying that doing nothing is an active decision. We don’t know if…