by Justin King | Jun 17, 2019 | Investing
A commonly used term – but what does it really mean? So, asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, that we talk about it all the time. So, what is it? What are assets? And what happens when you allocate...
by Justin King | Apr 25, 2019 | Investing
Plan to spend your final pound on your final day on Earth The dilemma for impending retirees and retirees is this: that an ideal financial plan will leave you, during your last day on Earth, spending your last one pound coin, only you don’t know how much...
by Justin King | Jan 18, 2019 | Investing
On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home. About John Bogle Search the Internet for “Bogle” or browse any news source, and you’ll soon be immersed in a universal outpouring of respect for the man....
by Justin King | Oct 9, 2018 | Investing
How did the markets do this last quarter? As of August 21st, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 –...
by Justin King | Sep 5, 2018 | Investing
The unknown author of this article from over 20 years ago is a genius. In one brief article he encapsulates everything I believe about the media noise around investing, with satire and more than a handful of references only Wall Street insiders will fully appreciate....
by Justin King | Aug 31, 2018 | Investing
In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” I introduced key building blocks for sustainable investing, and summarised current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice...
