Apple Takes a Bite Out of the Index

Index tracker fund popularity continues to grow principally because they provide access to a diverse range of investments at low cost. But how do index trackers work? First, what is an index? An index is a statistical measure that tracks the performance of a group of assets, such as stocks, bonds, or other financial instruments. … Continued

how do you support staff, imposter syndrome ,I'm not good enough

The Torment of Imposter Syndrome

“Imposter syndrome doesn’t discriminate; it affects everyone from college students to CEOs. People from every demographic who are clever, driven, articulate, creative and successful have difficulty in acknowledging their achievements.” – Dr Jessamy Hibberd, Chartered Clinical Psychologist and author of The Imposter Cure, and How To Overcome Trauma And Find Yourself Again.   What do … Continued

Retirement planning

Pie Charts, Pensioners, and Planning

“You don’t stop laughing when you grow old, you grow old when you stop laughing.” – George Bernard Shaw. I liked that quote, especially after reaching a benchmark birthday which, as expected, led to me being deluged with birthday cards. All of them (with the exception of my mother’s) poked fun at my advancing years. … Continued

Wealth is the Ability to Fully Experience Life

“Wealth is the ability to fully experience life.” Henry David Thoreau. There’s an understandable view that wealth management and financial planning exist to make wealthy people wealthier. I beg to differ. Our mission and purpose is to equip individuals and families through education and coaching to make positive, informed financial decisions with confidence. I agree … Continued

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AI is Not Always Good News

“What all of us have to do is to make sure we are using AI in a way that is for the benefit of humanity, not to the detriment of humanity.” Said Tim Cook CEO of Apple Inc.  There’s a problem with that Tim. Some people are embracing AI for their own benefit. Fraudsters consider … Continued

Dancing With The Future

The title above leapt out at me as I read a Seth Godin blog. Seth is a combative New York marketeer who always has something thought provoking to share. In so many ways it paints a picture of what we do at Stewardship Wealth. I loved the idea of seeing the future as a dance … Continued

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

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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

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