As a small firm, we welcome outside perspectives on what we’re doing and how we’re doing it. That’s why we embrace...
Getting the stamp of approval
The Magnificent Seven
A couple of weeks ago we highlighted that seven companies have driven the S&P 500 so far this year, and that...
A curious thing is happening in the US stock market
The S&P 500 – the top 500 companies in America – is up around 12% this year to date, which gives...
Oil leak in Poole Harbour just ahead of breeding season
You may have seen news reports of an oil spill in Poole Harbour recently. 200 barrels of reservoir fluid leaked from...
Sarasin’s Alternative Strategies
We recently sent out a formal letter to our clients, making them aware of a strategy Sarasin are pursuing. Their approach...
Why you shouldn’t worry about the investment markets
Our approach to financial planning has evolved over the years. Today, we encourage our clients to work out what they like doing,...