Investing with Purpose

  The purpose of life is a life of purpose - Robert Byrne Increasingly I'm having conversations with clients about socially responsible or ethical investing. I'm not sure if we're becoming more socially and environmentally conscious or it's just the demographic of who I'm talking to. It got me thinking about the potential conflict between … Continue reading Investing with Purpose

5 Reasons to Give Up On Active Investing

"Active management is little more than a gigantic con game." Ron Ross, Ph.D We all want to be better than average, it makes us feel smarter. Who hasn't been enticed by a big glossy ad from a fund manager showing their amazing outperformance over the previous 1 or 3 or whatever number of years. If only … Continue reading 5 Reasons to Give Up On Active Investing

You Really Want to Know Where the Market is Headed?

As a financial planner it is one of the most common questions I get asked. But if you ask anyone in financial services for an honest answer, they'll tell you the truth - a market forecast is nothing more than a guess. And there is just as much chance (or often more) of them being wrong … Continue reading You Really Want to Know Where the Market is Headed?