The dangers of overconfidence for ISA and SIPP Investors

Posted by Stephen Sutherland on Wed, Oct 28, 2015 @ 05:30 PM

In this series of posts we are looking at how understanding behavioural finance can help you make better investment decisions. In this post we'll look at the dangers of overconfidence.

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Tags: Investment strategy, Behavioural Investing, Investment mistakes

A blog for advisers only: Neil’s story

Posted by Stephen Sutherland on Wed, Oct 21, 2015 @ 06:30 PM

We first ran this article July 22nd 2015 and because it proved so popular amongst the adviser community, we thought it would be a good idea to run it again. Enjoy!

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Common mistakes ISA and SIPP investors make

Posted by Stephen Sutherland on Wed, Oct 14, 2015 @ 06:30 PM

In this series of posts we are looking at how understanding behavioural finance can help you make better investment decisions. In this post we'll look at some of the most common mistakes investors make and how to avoid them.

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Tags: Investment strategy, Behavioural Investing, Investment mistakes

SIPP Guide 2015/2016 – aimed at ISA and SIPP investors

Posted by Stephen Sutherland on Wed, Oct 07, 2015 @ 06:30 PM

Here's your chance to read some content taken from our brand new SIPP Guide. The good news is that the content includes all the new 'pension freedom' rules explained to you in plain English. Enjoy!

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Tags: SIPP investing tips

SIPP Guide 2015/2016 – aimed at ISA and SIPP investors

Posted by Stephen Sutherland on Wed, Sep 30, 2015 @ 06:30 PM

Here's your chance to read some content taken from our brand new SIPP Guide. The good news is that the content includes all the new 'pension freedom' rules explained to you in plain English. Enjoy!

Read More

Tags: SIPP investing tips

New Book: How to Make Money in ISAs and SIPPs

Posted by Paul Sutherland on Tue, Sep 22, 2015 @ 06:30 PM

"This book could be the best investment you've ever made."

I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest book, How to Make Money in ISAs and SIPPs.

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Tags: How to Make Money in ISAs and SIPPs

Which of our ISA and SIPP funds are in the money flow?

Posted by Stephen Sutherland on Tue, Sep 15, 2015 @ 06:30 PM

Each month we like to make sure that the funds we own are acting right. We have an active investment strategy which aims to control risk and deliver superior performance. We invest in a number of actively managed funds to form a complete investment portfolio and select what we believe to be the best funds in each asset class. We monitor all the investments selected, replacing under-performers and continuously rebalance the portfolios with the aim of maximising growth potential and managing risk.

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Tags: Investment strategy, Investment news

Are ISA and SIPP investors seeing the start of a new bear market?

Posted by Stephen Sutherland on Tue, Sep 08, 2015 @ 06:30 PM

August was a turbulent month for equity investors. However, we are proud that our investment portfolio continues to demonstrate outperformance – currently ahead of our benchmark by almost 6%1.  

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Tags: Investment strategy, Investment news

A blog for advisers only: Neil’s story

Posted by Stephen Sutherland on Fri, Sep 04, 2015 @ 06:30 PM

We first ran this article July 22nd 2015 and because it proved so popular amongst the adviser community, we thought it would be a good idea to run it again. Enjoy!

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Mistakes ISA and SIPP investors make and how to avoid them

Posted by Stephen Sutherland on Wed, Aug 26, 2015 @ 01:30 PM

In this new series of posts we are going to look at how understanding behavioural finance can help you make better investment decisions and the process starts with getting a good grip on your financial personality. The key is to try becoming aware of the decisions you make and how you are likely to react to the uncertainty that comes with investing in the stock market. Understanding your financial personality can also help to control the irrational and illogical elements of your investment decisions.

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Tags: Investment strategy, Behavioural Investing, Investment mistakes