The private equity ISA: why the smart money is asking hard questions
From this month, UK investors can hold private equity inside a Stocks and Shares ISA for the first time. The industry calls the advent of the private equity ISA…
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Latest articles
Is there a bubble in AI stocks
AI stocks have surged since the spring, leaving investors caught between conflicting warnings and bullish predictions. The question of whether there's a bubble in AI…
Why your financial adviser's market updates aren't helping
Market updates from your financial adviser may sound useful, but research shows they often add more noise than value. Here’s why focusing on evidence-based planning is a…
Spending and happiness: How to use your money to feel better
Did you know that despite earning more than ever, many people still struggle to feel truly happy? It turns out the way we spend our money plays a far bigger role in our…
What is your definition of wealth?
Most people define wealth in terms of financial assets. But there are other types of wealth that are just as, if not more, important. A new book warns that, by putting…
Is there any point in buying an active ETF?
Investments fall in and out of favour all the time. Right now, the investment vehicle everyone seems to be talking about is the active ETF. Actively managed ETFs, which…
Seven things to remember when markets turn volatile
Global financial markets are experiencing a summer storm. Stock prices have fallen sharply around the world, particularly in Japan, which has seen its biggest one-day…
Seven ways to build wealth that don't involve money
When we think about wealth, we invariably think about money. That’s how we’ve been conditioned. Society tends to view financial success as the pinnacle of human…
Navigating the decumulation maze
People often tend to focus on the accumulation phase of investing. But the decumulation phase , when you’re spending down your assets, is often more problematical.…
Investing and regret: a lesson from Sale of the Century
Sale of the Century was once one of world's most-watched TV quiz shows. The format, originally devised in the United States in the late 1960s, was so successful that it…
Alpha and beta: what these Greek letters mean in investing
You may have heard investment professionals refer to alpha and beta. But what exactly are they talking about? The financial industry likes to make investing complicated.…
What do we mean by market efficiency?
Here at rock wealth, we advocate evidence-based investing . But what exactly does that mean? Well, to some degree, most financial advice businesses try to predict the…
Decoding the Difference Between a Financial Planner and a Financial Adviser
Differences Between a Financial Planner and a Financial Adviser In the world of finance, terms like financial planner and financial adviser are often used…
Seven messages about money you shouldn't give to your children
The beliefs and attitudes we form while growing up stay with us through life, and many parents don’t realise how much their own behaviour influences how their children…
Be financially prepared: Three things that will make your passing easier for your family
Although most of us hope to live to a ripe old age, we never know when illness or accidents may strike, and the blunt truth is that they may prove fatal. Are you…
Do you worry about spending money?
For some people, spending money can cause anxiety, even though they have enough. What are the psychological reasons behind this, and can it be addressed? Personal…
rockwealth Norwich has never been busier. Here's why
MATT FRARY founded rockwealth Norwich in September 2019. It wasn’t the best timing, six months before the first coronavirus lockdown. But despite that the firm’s client…
Gender Pension Gap widens
Women have lower pension pot sizes in every age bracket The staggering impact of the gender pension gap has been revealed in new research which shows that women have…
Retirement plans being put in jeopardy
Pandemic threatens pushing over 50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they have been the most…
Gen Xers expected to face significant challenges in retirement
With many ‘Gen Xers’ (those born between 1965 and 1980) having entered the job market too late to benefit from final salary pensions, yet too early to benefit from…
Intergenerational financial planning
COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable…
Top pension tips if you’re about to retire
Understanding your options and putting a plan in place We spend our working lives building towards retirement. Choices we make today will have a big impact on the…
In the Spotlight: Matt Frary, Managing Director RockWealth Norwich
Matt Frary is a Chartered Financial Planner. He has been advising clients for over 26 years and heads up our Norwich Office, which opened in 2019. Passionate about…
Post-Work Income
How much annual income will you receive from your pension and savings? Retirement will probably be one of the biggest events you ever go through in your life, so it’s…
Peace Of Mind That You’re On The Right Track
How to plan for a confident retirement to live the lifestyle you want Retirement might seem a long way off but the later you leave planning for it, the less chance you…
State Pension age rises
How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’)…
Planning for succession
How will you “slice up your wealth pie?” There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the…
Pension advice that could cost your family the equivalent of 2 starter homes!
As a financial planner, it never ceases to amaze me how so many people have a blind spot when it comes to the cost of investing. They drive miles out of their way to…
Tax-efficient investing
Legitimate ways for higher earners to reduce a tax bill Without a carefully developed tax planning strategy, higher-rate taxpayers run the risk of missing out on key tax…
Financial resolutions
What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New…
Cultivate the art of patience
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle. Human…
New advice firm offers fairer fees and an evidence-based approach
The financial planning firm RockWealth, best known for championing evidence-based investing, is opening an office in Norwich. The new operation is being run by Matt…
Retirement longevity
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need? In trying to answer these…
Five better ideas than timing the stock market
It's the great investor fantasy: quit the stock market at the top and buy back in at the bottom. The lure of timing the market sells millions of books and is standard…
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