News Room
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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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,…
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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…
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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? …
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What do we mean by market efficiency?
Here at rockwealth, we advocate evidence-based investing. But what exactly does that mean? Well, to some degree, most financial…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Post-Work Income
How much annual income will you receive from your pension and savings? Retirement will probably be one of the biggest events…
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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…
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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…
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Planning for succession
How will you “slice up your wealth pie?” There is no easy way to say it – anticipating one’s death is…
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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…
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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…
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Financial resolutions
What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of…
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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…
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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…
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Retirement longevity
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much…
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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…
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