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- published 23/03/09 - Ten Classic Investment Mistakes
23rd February 2010
An excellent (if somewhat technical) article in the FT on the reasons why active fund managers find it hard to beat their benchmarks.
16th February 2010
A very, very simple explanation of why it is essential to start early if one wants a decent income in retirement. I wish I had thought of this first!
5th February 2010
Latest research from Citywire confirms that a majority of fund managers fail to beat the index. This is not exactly news to us, but it is useful to have this very recent confirmation. One comment I would make is that if 68% of Japanese managers managed to beat the index, there must have been some very dreadful results indeed!
20th January 2010
Financial services distribution in the UK is changing - here's how.
12th January 2010
Article by David Crozier on Personal Injury trusts published in STEP Journal.
6th November 2009
New questionnaires on estate planning now available.
1st October 2009
Navigator article on investment statistics published in Accountancy Ireland.
11th September 2009
Jeff Prestridge, of Mail on Sunday fame, writes about financial planning and his concerns that more people are not using financial planners.
7th September 2009
A survey by the IFP for Financial Planning Week finds that more than 1 in 4 people in the UK are banking on a lottery win to boost their financial situation. (Plus other scary stuff about the lack of financial awareness and preparedness.)
4th September 2009
IFP launches DIY Guide to Financial Planning.
24th August 2009
HMRC launches new Guide to Retirement.
21st August 2009
Institute of Financial Planning launches Financial Planning Week 2009.
20th August 2009
Very interesting article by a Chartered Tax Advisor on why she wouldn't consider acting as a trustee without having a financial planner on board.
30th July 2009
DC & Navigator published in Money Management.
10th June 2009
Here's a great blog on how to get things done. If you see this after 15th June 2009, click the link and scroll down to the entry for June 8th.
26th May 2009
Active fund manager comes over from the dark side - article.
1st May 2009
Read David's guest blog on Index Universe
24th April 2009
Watch with a wry chuckle as The Daily Show tears CNBC's business and market analysis to shreds.
24th March 2009
After a downturn (bear market) stockmarkets can cometimes recover very quickly indeed (bull market)
12th February 2009
Navigator in the news
8th January 2009
The Bank of England base rate has been cut further to 1.5%, its lowest level ever since formation of the Bank in 1694.
7th January 2009
Navigator is shortlisted for major award by Professional Adviser magazine. Click for further details.
4th December 2008
The Bank of England base rate has been cut by a further 1%, to its lowest level since 1951.
12th November 2008
Interesting article in The Australian about "buyers remorse", particularly concerned with buying property.
6th November 2008
The Monetary Policy Committee has surpised all commentators by cutting the Bank of England base rate by 1.5%, to its lowest level since 1955. Click for further comment.
21st October 2008
Navigator is proud to sponsor Kilkeel High School's 1st XI at the All-Ireland Schools Hockey Tournament.
17th October 2008
Some words of wisdom from the world's richest man...
3rd October 2008
Bank deposits guarantee limit raised to £50,000.
24th September 2008
Navigator Financial Planning in the news.
21st September 2008
BBC report - NI investors rely too much on property and should diversify into other investments.
24th September 2008
Navigator Financial Planning in the news.
21st September 2008
BBC report - NI investors rely too much on property and should diversify into other investments.
It is at times like this banking & insurance crisis that one realises the full value of diversifying ones investments, not just among different shares but among different asset classes. Here's what happens when the experts get it horribly wrong.
12 September 2008
Navigator Financial Planning in the news.
9 September 2008
Navigator Financial Planning in the news.
8-14 September 2008
The Institute of Financial Planning (IFP) has launched Financial Planning Week to raise awareness amongst consumers of the importance of Financial Planning to their daily lives and their long-term future.
2nd September 2008
The Chancellor has announced that Stamp Duty will not apply to house purchases up to £175,000. Click for further details.
20th August 2008
This interesting piece in the New York Times confirms that very few fund managers beat the market through anything other than luck. And given that costs and turnover are higher in the UK than in the US, the likelihood of ANY UK fund manager coming out on top must be remote in the extreme!
7th August 2008
The Bank of England Monetary Policy Committee has, again, decided to hold interest rates at 5%.
28th July 2008
Navigator Financial Planning in the news.
27th May 2008
This Daily Telegraph article reinforces one or two of the messages we have propounded for years, notably, "We know we should buy low and sell high, and yet invariably we do exactly the opposite."
April 2008
McClean court case decides that Inheritance Tax must be paid on the development value of agricultural land. Full judgement here.
January 2008
Not made a will yet? Intestacy rules increase the amount left to surviving spouse for the first time since 1955. Click here for full details of what happens to those dying without making a will (intestate) in Northern Ireland.