News & Opinions
Life does not come with guarantees and some of its most important moments arrive without a clear roadmap. In this thoughtful piece, Barry shares a powerful message about embracing uncertainty and learning to trust ourselves when the way forward is not always clear. Whether you are facing change, making an important decision or navigating a period of transition, his reflections offer valuable perspective and reassurance
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Barry and Rick recently spent a week in the UK attending two leading financial planning conferences, exploring how our profession continues to evolve. While technology and AI featured heavily, the most reassuring takeaway was how central relationships and human understanding remain to delivering great advice.
Markets are moving faster, reacting harder and becoming less anchored in fundamentals. This article explores why the rise of the non-fundamental investor matters and how patience and discipline may now offer a rare advantage. If you want to understand what this means for your investments, it is well worth the read.
Few companies capture investors’ imagination quite like SpaceX and as talk of a listing grows, Elon Musk will once again dominate the headlines. SpaceX may well be a great company and one of the most talked-about listings of the year, but that does not guarantee a great investment outcome. What matters most is not the quality of the business, but whether the valuation fairly reflects the risks investors are taking.
When the world feels uncertain, it is easy to question what comes next. Markets feel volatile, headlines feel heavy and the future can seem harder to predict than usual. In this article, we explore why uncertainty is nothing new, how markets have always worked through it and why focusing on what you can control is often the most powerful decision an investor can make.
Money is often seen as the gateway to a better life, yet many people discover that earning more does not automatically translate into feeling happier. While the world has become more comfortable, safer and wealthier than ever before, our sense of contentment has not kept pace. This raises an important question: is happiness really about how much money we have, or about how we think, compare and choose to use it?
This year’s Budget delivered something unexpected – a genuinely positive outcome for taxpayers and investors alike. With anticipated tax increases scrapped and several long-awaited adjustments finally implemented, this year’s Budget creates meaningful opportunities for thoughtful financial planning. Read further to unpack the changes that matter most and explain how they may be used to strengthen your overall financial plan.
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