Safe withdrawal rates
How to navigate withdrawing income from your portfolio, safe withdrawal rates and market downturns In previous blog posts, I’ve commented on safe withdrawal rates. Your
Philip Wise
April 5, 2022
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Back to the 1970s?
In the last year or so, the biggest worry raised in our conversations with clients has been a return to higher inflation. It’s an economic
Philip Wise
March 22, 2022
Managing a successful retirement – Guest feature
I’m delighted to be able to introduce a guest blog post. The post is written by one of our clients, who is a professional life
Philip Wise
March 14, 2022
Ukraine – how financial planning can help
Like so many people, I am worried by the humanitarian crisis that the Russian invasion of Ukraine has caused. As a result, I have been
Philip Wise
March 8, 2022
Will Putin’s aggression affect your retirement plan?
The Russian invasion of Ukraine is worrying. An action like this will have a significant impact around the world, and it will undoubtedly have an
Philip Wise
February 28, 2022
Diversification is the answer; what was the question?
The last three months have reminded investors that reward is related to risk. With just a few exceptions, asset prices have fallen. There have been
Philip Wise
February 21, 2022
Have you got enough saved for a windy day?
The sunshine county of Sussex doesn’t often get battered by the weather. Our roads tend to get damaged more when the tarmac is melted by
Philip Wise
February 18, 2022
Mind the gap… The Confidence Gap
“Once we know our weaknesses, they cease to do us any harm”. So said Georg Lichtenberg, the physicist who is better known for coming up
Philip Wise
February 14, 2022
“My parents lived until they were 100 – you’ll need to plan for a longer retirement for me!”
The ONS Life Expectancy calculator is one of my favourite websites. Whilst others are looking at Facebook or Instagram, I’m busy comparing life expectancy figures.
Philip Wise
February 7, 2022
Will Pound Cost Ravaging spoil your retirement plans? – Part 4
Academic studies and the Timeline app show us that there are a number of ways of reducing the impact of sequence risk. Some seem obvious
Philip Wise
January 31, 2022