Market Timing – Don’t Do It!
by Tim Walsham, Claritas Wealth A famous quote from Jack Bogle, founder of the gigantic investment fund manager Vanguard: It’s really tempting to feel like…
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The Folly of Forecasting When it Comes to Investing
J K Galbraith was a Canadian/American diplomat and economist and he is responsible for one of the greatest truisms in investing. The financial press is…
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Sticking to the Plan!!
This month’s quote comes from Nick Murray, a financial adviser from the US who is the adviser to the advisers!! He’s been around the block…
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Financial Goalposts
We only have to turn the clock back in our lives by 10 or 20 years and it’s likely that our financial goalposts have shifted….
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The Kitchen Table and the Spreadsheet
Morgan Housel often writes about the idea that rational decisions that look great on a spreadsheet can break down in real life. A spreadsheet is…
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Look for an adviser that leads with the financial planning
The old school of financial advice is where the adviser leads with the investments. Yes there will be a meeting with tea and biscuits and…
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Finance Cutting Out The Noise
At the time I’m writing this blog it feels like there are multiple seismic world events happening at roughly the same time. Turmoil in Iraq,…
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Budget 2025 – sitting tight was a good option
Before the Autumn 2025 Budget we understandably had many clients concerned that they should be taking action in order to pre-empt changes that may be…
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Build Financial Resilience
Managing your money well doesn’t require a big income or complex financial tools — it starts with small, consistent habits. Start Small, Think Big Saving…
