Bassline Episode 9

Posted on: 18 Nov 2022

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By definition, most of our clients are fortunate have accumulated pensions, savings and investments through their lives, but where did they start and how did they get those good habits? Often it’s the encouragement of friends and family. This month’s baseline listens into a conversation with Jack Williams, senior consultant at Cavendish Ware and the 23-year-old daughter of our usual host Dave Wallace. Listen out or even better, get your kids to listen to some great ideas.

Review of 2023 and Outlook for 2024

As usual 2023 was another “interesting year” and both markets and economies did not meet market consensus expectations, with equity…

Dodging Dark Data – Dave shares a dark secret!

It turns out that I have a terrible habit. I caught an acquaintance peering at my phone the other day.…

In the wrong funds? One point in your life when you should definitely check

Clients have fed back to us that one aspect they value in our service is stopping them doing stupid things!…

Why invest with interest rates where they are?

The only welcome 'rise' in recent times is that savers are now being paid for holding cash deposits. Interest rates…