Smoothed funds are often claimed to reduce portfolio volatility during turbulent markets. We investigate whether these claims stack up.

The natural income strategy involves a retiree living off the income from their portfolio. We examine the downsides.

In 2008, Warren Buffett wagered that the S&P 500 would outperform a basket of hedge funds over the decade. What can we learn from this?

Our retirement planning offering can often be more cost-effective than managing retirement on a D.I.Y. basis. We look at a recent example.

Ed Thorp had a huge impact on the gambling and investing worlds. We look at this achievements and why they are important for investors.

There is often a perception that a financial adviser will accept anyone who gets in touch with them. This is not always the case.

The returns of globally diversified portfolios have been subdued in the last few years. How does this impact our clients' retirement plans?

Focusing on asset classes that have performed well over the last few years is tempting. Keeping a longer-term perspective is key.

It can sometimes be easy to wonder what the point of rebalancing a portfolio is. We look at this in the context of recent bond performance.

Auric Goldfinger loved gold. But should you include it in your retirement portfolio, and how does it compare to other assets?

We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.

Potential clients often ask us how we invest our money. We outline our investment beliefs and suggest that simple is often better.

We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.

The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?