What is your financial personality?

Posted by Stephen Sutherland on Wed, Jul 30, 2014 @ 01:30 PM

As I’ve mentioned in four previous blog posts, I’m proud to say that David Mountain, an ISACO client and engineer was one of the many people that loved my new book, How to Make Money in ISAs and SIPPs. In his review, David said:

“I guess the part of the book I most enjoyed was ‘Chapter 9: Beyond Greed and Fear’ – I found myself saying ‘that’s me’ and I can fully recognise this behavioural finance, which is a very interesting subject. I would rate the book with 5 stars. “

Read More

Tags: How to Make Money in ISAs and SIPPs

Which of our funds are in the money flow?

Posted by Stephen Sutherland on Wed, Jul 23, 2014 @ 01:30 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.

Read More

Tags: Investment strategy, Investment news

Will the market's breakout be successful?

Posted by Stephen Sutherland on Wed, Jul 16, 2014 @ 01:30 PM

In this post we'll take a look at what has been happening in the market since early June.

This information is taken from The Big Picture, to download a sample copy please just click here.

The good news is that the NASDAQ Composite has recently broken out of a bullish cup-with-handle base formation. But the big question is, will its breakout be successful?

Read More

Tags: Investment strategy, Investment news

The New ISA (NISA) FAQ - everything you need to know about the New ISA (NISAs)

Posted by Stephen Sutherland on Wed, Jul 09, 2014 @ 01:30 PM

In our last post we summarised the main NISA changes that came into effect on 1st July. Prospective clients of ours always have lots of questions regarding ISAs and we’re sure you do too, so we’ve put together a short Q&A covering the most frequently asked NISA related questions.

Read More

Tags: ISA investing tips, NISA, Investment news

New NISA rules at a glance

Posted by Stephen Sutherland on Wed, Jul 02, 2014 @ 01:30 PM

During his 2014 budget speech on March 19th, the Chancellor announced a raft of changes designed to help savers and investors. This included a new increased ISA allowance that came into effect yesterday, 1st July 2014.

Read More

Tags: ISA investing tips, NISA, Investment news