The Purposeful Wealth Podcast

In this episode of the Purposeful Wealth podcast, Jonathan Gibson, Managing Director of Wells Gibson, delves into the relevance of emerging markets in today’s investment landscape. He discusses the concept of the...

In this episode, we delve into the intriguing world of investing, focusing on the allure and potential pitfalls of chasing the latest trends, particularly in artificial intelligence. Join Jonathan Gibson as he breaks...

In this episode of the Purposeful Wealth Podcast, Jonathan Gibson, managing director of Wells Gibson, addresses the recent fluctuations in the US dollar. He offers insights into why these changes shouldn't cause alarm...

As systematic investors, we seek to continually challenge the process in order to maintain a solution which we feel gives us the best ability to meet our lifestyle and financial goals. We understand that trying to...

Readers of the Sunday papers’ financial pages will be familiar with the dividend chasing stories that pundits and some fund managers love to peddle. These generally focus on high dividend paying shares or ‘income’ funds...

For many investors a propensity to place too much weight on recent events in terms of what the future may look like is quite common. This is known a ‘recency bias’ and it is this, we regards as the scourge of investors...

Isn't it true that modern society loves a ‘star rating’? Most of us know what to expect if we book a 5-star hotel stay for a business trip when compared to a 3-star bed-and-breakfast for a weekend away. The investment...

Are Balanced Portfolios dead? Legend has it that in 1895 whilst in London, Mark Twain, who had been feeling a little poorly, on discovering that a journalist had written his obituary, quipped the following: ‘The reports...

In today's episode, we're going to consider the subject being a formula for success. But before we look at, that, thank you again to all of our listeners who tune into the Purposeful Wealth podcast. I've made apologies...

Welcome to The Purposeful Wealth Podcast and this episode on how a systematic approach to investing provides the best chance of experiencing a successful investing journey - 'Don’t just take our word for it!' Sticking...

So, today's topic on looking at home bias and global diversification. I think it's fair to say that every day we enjoy the benefits of an interconnected world. We may well start our day with, a cup of coffee that...

Unfortunately we now live in a world of fake news and ‘alternative facts’ where parties shamelessly push their own agenda and narrative at the cost of salient facts. In order to be heard in the noise of social media...

The saying, “The market hates uncertainty” has been a common enough in recent years, but how logical is it? There are certainly many different aspects to uncertainty, some that can be measured and some that cannot...

A new report from the Institute for Fiscal Studies (IFS) has claimed pensions are treated more generously by the tax system as a vehicle for inheritance than for retirement income. The IFS said that keeping savings in a...

Hopefully, this headline will not come as a surprise to you. It is remarkable, though, just how relaxed some investors are about letting others dip their hands in their pockets to extract high fees. The problem has two...