Your Annual ISA Allowance - Use it or lose it

Posted by Stephen Sutherland on Wed, Mar 26, 2014 @ 12:30 PM

With the April 5th deadline looming, we wanted to remind you that every tax year end marks the end of an annual opportunity to take advantage of one of the few tax benefits now available.

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Tags: ISA investing tips, ISA growth, Investment news

How have the funds in our portfolio been performing?

Posted by Stephen Sutherland on Wed, Mar 19, 2014 @ 12:30 PM

Each month we like to make sure that the funds we own are acting right. In our opinion, as well as long-term performance being a key factor in fund selection, the short-term performance of a fund is very important once you own it. It’s vital because we’ve noticed that strong funds tend to get stronger and weak funds tend to get weaker.

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Tags: Investment outlook, Investment news

Does the bull market have further to run?

Posted by Stephen Sutherland on Wed, Mar 12, 2014 @ 12:30 PM

In this post we'll take a look at what has been happening in the market since the beginning of February.

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Tags: Investment outlook, Investment news

A flaw that pushes brilliant people to make financial mistakes

Posted by Stephen Sutherland on Thu, Mar 06, 2014 @ 01:30 PM

Chapter 9 of my new book, How to Make Money in ISAs and SIPPs, has proved to be very popular. So I thought it best to run a series of articles taken from the chapter to see what you think. This is article number two in the series.

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Tags: How to Make Money in ISAs and SIPPs, Investment strategy, Behavioural Investing