Invest in Happiness – The Rewards are Lifechanging

Much of what we do at Stewardship Wealth revolves around helping people make informed decisions with money. Money is simply a tool we use to help create long-term financial security. The real value is often not the assets owned, but the peace of mind people gain from knowing that financially, they are in robust good … Continued

blue, gray, and yellow coupe on gray floor

Imperceptible, Incremental Change.

How many of us order the same thing every time we go to our favourite place to eat? We may take time to look through the menu, explore the options, but end up ordering exactly the same thing we always do. My wife does this every time. I play the, “What’s he going to order … Continued

Headlines You Never Expect to Read

During many client review meetings, Simon has discussed the 2022 market upheaval, and the impact on our portfolios, explaining that it could have been much worse. Yesterday, we received the following news release with probably the most unexpectedly satisfying headline, “Dimensional Tops Trustnet 2022 Performance Table.” Just as a reminder, 5 out of the 7 … Continued

There’s Always One Who Says…

There’s always one who says… “It’s different this time” is an oft repeated phrase. This is normally followed by a stab at justification such as, “Just look back over the past three years, markets are behaving differently.” And now the good news, it’s never different. Markets never misbehave. Markets simply behave. As David Booth chairperson … Continued

Reality Leaves A Lot To The Imagination

“Reality leaves a lot to the imagination” – John Lennon Do you remember those visual 3D puzzles popular back in the nineties? You had to look into the middle distance, or cross your eyes to find the hidden image. Apparently, our subconscious decodes the differences in repeating patterns. Our brains are hardwired to rearrange things … Continued

investments decline market turmoil Measuring the volatility Measuring the volatility share prices Stewardship Stewardship Wealth sudden downward movement Wealth

Measuring Volatility Meaningfully …

… Slow And Steady Wins The Race. “The most important quality for an investor is temperament, not intellect.” Warren Buffett. During much of my career I was based in London, working in or around the City and mostly giving or attending investment presentations. They follow a familiar pattern: how risk is managed, how they measure … Continued

Teamwork Or Solo Effort

Teamwork Or Solo Effort?

“Jack (or Jill) of all trades, master of none.” This well-known, but slightly insulting figure of speech originated way back in 1592. Originally the phrase was simply “Jack of all trades” and is attributed to Robert Greene, a popular English author of the day. This derisory throw-away line was apparently directed towards a certain William … Continued

white ceramic plates

Two Years Late, but Well Worth the Wait

In the midst of all the world events over the past few months, one stands out for us… Our inaugural Appreciation Dinner on Friday November 4th. The “Stewardship family” had never been brought together before. We were delighted with the outcome, especially everyone’s willingness to engage, and the ease of conversation that was evident throughout … Continued

the importance of planning

Finishing Well, a Memorable Life

Just last week I had the privilege of being part of the Celebration Service marking my brother in law’s life. He was younger than me, and as a keen cyclist and hillwalker, much fitter. He had been a secondary school teacher and guidance head for thirty-four years and was due to retire soon. He had … Continued

Choose your words tiles

Words

Words, language, lexicon all feature heavily in our fast moving, ever evolving world. I had never considered how our vocabularies could expand to reflect our daily experiences. I assumed our English language was ordered and protected by dictionaries whose role was to choose what words were real and just made up. Here is a quotation … Continued