Wealthflow - Maintaining Financial Freedom

Personal Invite – London Seminar

duncan — Mon, 26 Jul 2010 17:15:19 +0000

Would it be OK if life got easier?

I’m attaching what I hope will be great news for you. We’re hosting Dr Maria Nemeth in London 17th – 20th November 2010, [...]
read more »

Question – Investing truths?

duncan — Thu, 22 Jul 2010 11:00:24 +0000

Question. Duncan, I’m not a client of Wealthflow but can you give some generic guidance on how to invest smartly?

Answer. Some people believe investing has to be complicated. In fact, becoming [...]
read more »

A Careful Balancing Act

duncan — Mon, 05 Jul 2010 13:30:45 +0000

I read an excellent column in last week’s FT which addressed the issue of portfolio rebalancing. This might sound a somewhat tiresome and technical subject but it is actually one of the [...]
read more »

The Role of Financial Advisers

duncan — Fri, 02 Jul 2010 14:30:03 +0000

One of my favourite books is Winning the Loser’s Game by Charles D Ellis. Here Charles Ellis discusses the role of financial advisers, the basic principles of investing and Winning the [...]
read more »

Budget – Capital Gains Tax

duncan — Thu, 24 Jun 2010 08:41:32 +0000

Just in case you missed the changes to Capital Gains Tax (CGT), here they are:

The most widely anticipated change was an increase to the rate of CGT, which could have [...]
read more »