Dec 4, 202310 minSt James Place: Fees, performance, and what you should be askingReports of St James Place's poor performance and high fees regularly feature in the press. Is this criticism justified?
Dec 2, 20232 minPyrford Financial Planning is granted CISI Chartered Firm™ statusPyrford Financial Planning is now a CISI Chartered Firm™. Why obtaining this designation is important to us and our clients.
Dec 2, 20234 minThe "No-Brainer" portfolio - a stupid idea?Surely successful investing outcomes require complexity? The No-Brainer portfolio shows why this isn't necessarily the case.
Dec 1, 20234 minInvesting for the long termFocusing on asset classes that have performed well over the last few years is tempting. Keeping a longer-term perspective is key.
Dec 1, 20234 minWhy should portfolios be rebalanced?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.