The psychology of losing or making money

16 November

When it comes to saving and investing, loss aversion is very much at work in a lot of people’s portfolios. We all know that savings, current accounts and even term deposits hardly give us any yield, yet a lot of people just keep their hard...[Read More]

Putting all of your eggs in one basket

16 November

Here’s a chart that’s quite effective in showing the benefits of diversification and why it’s not a good idea to “put all your eggs in one basket”. (click link below to open) Gameboard You can see how a top performer in one year...[Read More]

Our new website is live!

8 July

We are constantly looking for ways to add value to the relationship you have with our business, one of those ways is how we communicate with you. "We are excited to announce that we have just  launched our newly designed website. You will be...[Read More]

Why has my Portfolio Value dropped in July?!

29 June

Have you ever been alarmed when the value of your investments (shares or managed funds) dipped at the start of the new financial year?  I think we all have!  Well, in this article I will attempt to explain why this value drop occurs, why...[Read More]