Articles

The question of investment risk is one that plays out in every area of life. We all make some 3,000 decisions a day. Cross the…

There are plenty of different choices when you invest. Shares or bonds, income or growth … and drip feed or lump sum investing. The latter…

What we call the great wealth transfer is coming… Inheritance is getting bigger. Research says it will form an ever-increasing part of current and future…

Capital gains tax is one of many tax-based challenges in life. That’s for those paying it of course. The Government loves it – and estimate…

When it comes to corporate bonds, American political consultant James Carville said it best: “I used to think if there was reincarnation, I wanted to…

If you view politics as entertainment, you might be enjoying the general election. But amidst the distraction and diversions of campaigning, there are some interesting…

Evidence based investing is the First Wealth way of doing things, and it is widely viewed as the way to go. But financial markets once…

The active or passive investments discourse has a long history. There’s an old saying that doing nothing is an active decision. We don’t know if…

How can you protect your business after death with business relief? It’s all about including the worst-case scenario in your business planning, questioning what happens…

Inflation; the silent predator of business stability with a knack for stealthily eroding profits and unsettling operations. As prices rise, purchasing power dwindles, and businesses…

Great teams can achieve great things. Especially when the chips are down. For entrepreneurs, at a time when start-up funding has plummeted, it’s more important…

What’s your retirement number? What’s the specific sum of money you must amass to fund the life you want when you’re older. A recent warning…