What if cash were the only investment allowed for your retirement?
In the last year or two, cash and mainstream shares have produced better returns than other asset classes, and this has led many investors to
Philip Wise
November 21, 2023
Our Latest Posts
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The Myth of Retirement Spending
Conventional wisdom is that retirees spend a fixed amount per year in real terms (i.e. after adjusting for inflation), meaning that the amount they need,
Philip Wise
September 18, 2023
Financial Nudity
Getting Financially Naked with your partner will help to avoid Financial Infidelity. The Three Ways for Retired Couples to Manage their Money. Whether you’ve been
Philip Wise
September 11, 2023
Retirement Outlook
Over the last few months, we have seen some changes to the outlook for people who are about to retire, and those who have retired.
Philip Wise
August 29, 2023
Retirement – A final chapter or a fresh start?
Research has uncovered a big difference in the way men and women view retirement. A study has examined the words people use to describe life
Philip Wise
May 30, 2023
Artificial Intelligence – coming to a fund near you soon?
Since the beginning of the year, we’ve been hearing increasing amounts about what Artificial Intelligence (AI) can do – for good, and for bad –
Philip Wise
May 22, 2023
What if your retirement is unplanned?
As we are retirement planners, you might imagine that our clients tend not to have retirements which aren’t planned for, and you’d be right that
Philip Wise
May 15, 2023
Social Media + Electronic Banking = Trouble for Smaller Banks?
Last weekend, First Republic Bank, the 14th largest lender in the USA, collapsed into the comforting arms of JP Morgan. It was only a couple
Philip Wise
May 9, 2023
I can predict the future…
… but not very well. That was the the headline from some ground breaking research released last week by Income Lab, a US-based software platform.
Philip Wise
April 17, 2023
Don’t let perfection be the enemy of good
Planning for retirement when you’re starting late Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. Preparing for
Philip Wise
April 3, 2023