Don’t touch… when doing nothing is the right thing to do
There’s an old pilot joke about cockpit automation that says the ideal flight crew is a pilot and a dog. The pilot is there to
Philip Wise
August 22, 2022
Our Latest Posts
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Sell Slowly
New US research has demonstrated that it might be possible to squeeze a little more from your retirement income portfolio by making a small change
Philip Wise
August 1, 2022
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
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
“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
Will Pound Cost Ravaging spoil your retirement plans? – Part 3
In my previous posts, I have explained sequence risk (or Pound:Cost Ravaging) and how it might affect you. This week, I’ll explain the first essential
Philip Wise
January 24, 2022