Call us on 0121 454 0910 or request a callback

Make an Enquiry

Lessons in investing

Lesson 10: How do we achieve financial freedom?

For us, financial freedom is the whole point of investing.

It's the point when your money starts working for you, instead of the other way round.

So how do you get there, and what do you need to consider along the way?

INSIGHT: Markets make managers

AcuityINSIGHT: Markets make managersIn this issue we look at the return distribution of active fund managers, the power of market returns and the the clustering of the best performing funds in a specific stye - in this case growth. Right place, right time! Next time, the market wave will likely wash up another style as the short-term

INSIGHT: FOMO may be bad for your wealth

AcuityINSIGHT: FOMO may be bad for your wealthWe are all prone to FOMO when we look back at stellar stock and fund performance, however we look at how the average investor would have done just as well owning a US index tracker fund over the same period.

INSIGHT: Keeping your swimmers on

AcuityINSIGHT: Keeping your swimmers onThis issue looks at the Bessembinder study that shows that half of the shareholder value created in the US from 1926 to 2019 came from only 80 out of more than 25,000 companies. Do you aim to shoot the lights out by trying to pick the 80 stocks, or make sure you capture the market premium (and own a

Quick links

Contact us

T: 0121 454 0910

F: 0121 410 5619

Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532