On Tuesday, October 30, 2018, we received the wonderful news that Tandem are now considered one of the best 100 financial planning firms in the country, according to New Model Adviser, a highly esteemed financial advisory publication. Firms were ranked in the group’s NMA Top...
Over the past couple of months, the markets have encountered a fair amount of turbulence. What was forecasted to be a period of calm and pleasant economic growth was instead replaced with a torrid spell of volatility and confusion, which leads us to our next...
Have you ever seen a monkey in a tuxedo? If the answer is yes…. we hope that you contacted animal services. However, the image also serves as a visual metaphor for the average person’s lack of familiarity with their surroundings within the world of investment....
This year marks the 10th anniversary of the collapse of U.S. investment bank Lehman Brothers. The run on the bank, previously seen as indestructible, sent shockwaves through global markets, sparking a series of event from which we have yet to properly recover. Financial journalist Jason Zweig...
We are often asked about the reasoning behind our investment approach and although related to a different field, we feel the following tale perfectly illustrates our philosophy. In the early hours of a December morning in 1799, physicians were called to examine a recently retired gentleman...
This year marks the tenth anniversary of the failure of the U.S. bank Lehman Brothers. Following the collapse, a tsunami struck the global financial industry. In this video, legendary investor Warren Buffett explains what was behind the 2008 disaster and what we can do to limit...
For an investment manager, Steve Edmundson doesn’t do much. He works 9-to-5 and very rarely works late. While he spends a lot of his working hours reading about investment strategies, he rarely acts on what he reads. ‘I spend a lot of time researching things...
It is often said that the ideal retirement is one in which you spend your last penny on your last day on earth and the undertaker cheque bounces. But according to recent research by the Institute of Fiscal Studies (IFS), many retirees are not spending...
This 2-minute video from the asset management firm Dimensional, captures the importance of working with a financial adviser. Dave Butler, who is now the Co-CEO at Dimensional, talks about why he considers the decision to hire a financial adviser one of his best decisions....
Warren Buffet once said of investing that it “is not a game where the guy with the 160 IQ beats the guy with 130 IQ”. In January 1720, shares in the South Sea Company traded at £128. By June of the same year, they had skyrocketed...