Our guide to the 2021/22 tax year
So, we’ve finally left behind one of the most tumultuous tax years in history. 2020/21 was a year defined by Covid-19, with market fluctuations and lifestyle changes aplenty. As 2021/22 gets underway,...
View ArticleHow Covid-19 changed investing
On a practical level, the global spread of Covid-19 has had an impact on almost everything. From our freedoms to socialise and travel to something as simple as stocking the fridge, there is hardly an...
View ArticleThe world of work and investing after COVID-19
For the last year, the world has been dealing with truly unprecedented circumstances, at least in the modern era. The spread of COVID-19 has led to varying levels of upheaval the world over. Entire...
View ArticleRepositioning our portfolios for growing optimism
As the new tax year gets underway in the UK, so too does the gradual easing of the lockdown restrictions that have been in place since December of last year. Global vaccination rates are accelerating,...
View ArticleWhat is an ETF?
If you’re exploring the world of investing for the first time, you will inevitably come across the initials ‘ETF’. One of your first questions is likely to be, what does ETF stand for? The answer is...
View ArticleETF vs mutual fund: How is an ETF different from a mutual fund?
When considering the difference between ETF and mutual fund options, it’s easy to get confused. They have many similarities. They both work with a mixture of various kinds of assets, and they both give...
View ArticleHow we performed in the first quarter of 2021
At the end of every quarter, our investors are sent a full report detailing the performance of their portfolios. Packed with insight about both wider market developments and the details of the...
View ArticleETFs vs index funds: What are the main differences and which is better?
Both exchange-traded funds (ETFs) and index funds are useful investment vehicles for both newbies and seasoned investors. However, there are differences between the two. These differences can make each...
View ArticleWhat to expect from the ‘Biden boom’
After 100 days in office, veteran statesman and incipient president Joe Biden has overseen about as drastic an economic turnaround as you could imagine. After the Covid-19-exhausted doldrums of the...
View ArticleFive years of Moneyfarm UK
Beginning life in 2012 in Italy, the story of Moneyfarm has been one of continual progression and steady growth. The business was, and still is, driven by a simple vision – personal investing should be...
View ArticleAre NFTs worthwhile investments?
If you’ve been online in 2021, you’ve probably come across the acronym NFT. Some non-fungible tokens (NFTs) are worth millions, others are essentially worthless, but the growth of the commodity has...
View ArticleMonthly market roundup – May 2021
Over the last month, we’ve seen a lot of positive signs in the markets. Riding a wave of an economic recovery that appears to be taking hold in most of the world’s developed economies, markets have...
View ArticleFinding the best ISA rates for over 60s
ISAs are some of the most popular savings vehicles here in the UK, and finding the best ISA rates for over 60s is something that could be of prime importance to many as they contemplate their...
View ArticleHow ISA calculators work
An ISA is a vehicle that can be used for investing money into a tax-free savings account. The initials stand for Individual Savings Account. There are five common types – a Cash ISA, an Innovative...
View ArticleInflation hits markets: Why you should focus on your long term wealth
If you’ve been following news around financial markets over the last few days, you have noticed a sell-off in global equity markets. This has come as a response to a recent pick-up in inflation, most...
View ArticleThe ‘perfect storm’ behind the global microchip shortage
The global shortage of semiconductors has come as the result of a perfect storm in global economics and logistics. The scarcity of the components – and, by extension, consumer tech products – can be...
View ArticleHow to retire with a £1 million pension
When saving for your future, few options are as effective as a pension. For some, this is just a part of your paycheck, a passive investment in your future that builds as you earn. Others, though, see...
View ArticleWhat the cryptocurrency sell-off can teach us about investing
In May, the Guardian reported that a senior manager at Goldman Sachs in London had quit after making millions of pounds investing in Dogecoin. The cryptocurrency – a satirical reference to Bitcoin –...
View ArticleISAs vs bonds: What are the differences?
Have you been keeping an eye on the money markets? Have you noticed an increase in savings rates? Are you thinking about putting some money away for a fixed period of time, but you’re not sure what the...
View ArticleMonthly market roundup – June 2021
Over the last month, we’ve seen more turbulence in the markets than we did in the previous few. Concerns around rising inflation were a focal point, while the significant cryptocurrency sell-off also...
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