Tag: robo advice
Millennials and Gen Z agree on the definition of financial success; and it’s not being rich
According to a recent Merrill Lynch Wealth Management report only 19% of US millennials and Gen Z define financial success as being...
Money Basics: When it comes to planning ahead, we’re seriously lacking….
Planning for the future is a daunting task – particularly when it comes to finances it would appear. And...
Money Basics: Spender to Saver > Saver to Investor
How do you transition from living from month to month, bill to bill, to managing to put some money...
Saving and investing: Generation Z encouraged to adopt good behaviours early on
Saving and investing: A recent poll of 2,000 US adults found that 57% of Gen Z has no idea...
Survey highlights millennials ‘unrealistic expectations’ of inheritance
A recent survey by wealth manager Charles Stanley suggests that some millennials have unrealistic expectations of inheritance and how it...
Guest Post: Grow Your Long-Term Financial Health
Guest Post from Across the Pond: Get your business out of debt and grow your long-term financial health - by...
Exploding the myths around millennials and money management; they’re a pretty canny bunch
Millennials are often portrayed as frittering their cash on avocado toast, on soya vanilla lattes and ‘experiences’ - holidays...
Use or lose your ISA allowance…
Every year, the government allows you to invest up to £20,000 in an ISA, which means that it is...
Investing Rules – OK? Part 2
In 2019 I wrote ‘Rules Rule OK’ that looked at useful investment-based rules of thumb to help us plan and track...
Investing Rules – OK? Part 1
I’m not going to talk about the FCA or HMRC rules, but the far more useful investment-based rules of...
