Bloomsbury Wealth

30/10/2022

You might think retirement planning is all about ensuring you have enough money. Well, that’s partly it.. But it’s also about working out how you’ll spend your time. (VIDEO)



https://bloomsburywealth.co.uk/the-importance-of-keeping-busy-in-retirement/

29/10/2022

Keep your eyes on the prize: At times like these there are a number of things that investors can do to feel calmer and more in control... (TFB BLOG)

https://thefinancialbodyguard.com/keep-your-eyes-on-the-prize/

Capital at risk.

24/08/2022

Nobody likes to see the value of their portfolio fall, but bear markets are inevitable. In fact, it’s those bear markets that are the very reason why we can expect an investment return in the first place. Jan-Carl Plagge is Head of Portfolio Research for the fund management firm Vanguard, based in London.

A video on the Bloomsbury Wealth YouTube Channel.

https://www.bloomsburywealth.co.uk/why-sitting-tight-in-bear-markets-pays-off/

08/07/2022

You have to be an optimist, to some extent, to be an equity investor; but you also need to be realistic – and that means accepting the possibility that returns may be lower in the future than they have been in the past. A video on the Bloomsbury Wealth YouTube Channel.



https://www.bloomsburywealth.co.uk/library/

Capital at Risk.

23/06/2022

Every now and again, a fund manager will outperform the market for a number of years and be hailed as a “star”. And then the fund manager starts to underperform. A video on the Bloomsbury Wealth YouTube Channel.



https://www.bloomsburywealth.co.uk/library/

25/04/2022

There are two distinct phases to the wealth management process — there’s the accumulation phase, when you’re building your wealth, and there’s the decumulation phase, when you’re effectively living off that wealth. A video on the Bloomsbury Wealth YouTube Channel.

https://www.bloomsburywealth.co.uk/why-retirement-spending-is-a-minefield/

23/02/2022

Leaving work and seeking a new life for ourselves beyond the workplace is one of the biggest changes we face in our lives today.

Of course, much of planning for retirement revolves around money. But there are so many issues involved, for which many retirees are frankly ill-prepared.

Noel Watson is a retirement planner and the author of a book on the subject. Failing to plan, he says, is a big mistake. A video on the Bloomsbury Wealth YouTube Channel.

Robin PowellNoel Watson/ Retirement planner & author+++RP: Leaving work and seeking a new life for ourselves beyond the workplace is one of the biggest chang...

09/02/2022

A common mistake that investors make is to assume that product providers have their best interests at heart. In fact, their primary motive is to generate profits. The higher the fees they charge, the greater the profits they make. The problem is, consumers are conditioned to think that the more they pay for something, the better that product is... A video on the Bloomsbury Wealth YouTube Channel.

Robin PowellLarry Bates/ Author, Beat the Bank+++RP: A common mistake that investors make is to assume that product providers have their best interests at he...

22/01/2022

Instinctively, we like to buy things – stuff, if you like. But there’s plenty of evidence to show that spending on experiences – especially with loved ones – actually makes us happier. A video on the Bloomsbury Wealth YouTube Channel.

Robin PowellCarl Richards/ Author & financial planner+++RP: A good financial planner doesn’t just show you how to invest. They can also help you to spend you...

09/12/2021

There has been a proliferation in recent decades in investment journalism. Some of it’s helpful for investors, but much of it isn’t... Author and fund manager Glen Arnold says there are two main drawbacks with consuming financial media. A Bloomsbury Wealth video introduced by Robin Powell. Visit the Bloomsbury Wealth YouTube channel for more and insights.

Robin PowellGlen Arnold/ Author and fund manager+++RP: There has been a proliferation in recent decades in investment journalism.Some of it’s helpful for inv...

23/10/2021

Discussions about investing at dinner parties often revolve around spotting a brilliant opportunity. But identifying a great investment in advance is extremely difficult to do. Robin Powell introduces Investment journalist Moira O’Neill who says it’s more important to avoid making mistakes. The most common one, she says, is failing to diversify. Visit the Bloomsbury Wealth YouTube channel for more and insights.

Robin PowellMoira O’Neill, Financial journalist+++RP: Discussions about investing at dinner parties often revolve around spotting a brilliant opportunity.But...

19/10/2021

We live in a global economy, and yet many investors have very little exposure to large parts of it.

Most investors, in fact, are biased towards developed stock markets, and particularly towards companies in our own country. A video on the Bloomsbury Wealth YouTube Channel.

Robin PowellSherifa Issifu/ S&P Dow Jones Indices+++Transcript+++RP: We live in a global economy, and yet many investors have very little exposure to large p...