The Purposeful Wealth Podcast

Jonathan Gibson
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The Purposeful Wealth Podcast

Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.

  1. 15/09/2023

    Cash Rates and Portfolio Returns

    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 predict the time and direction of market movements over shorter time periods is a fool’s pursuit. Any change in portfolio structure or investment approach, therefore, must be guided by a change in the evidence or our investment goals. The interest rates set by central banks h...

    8 min

  2. 08/09/2023

    Please don't chase Dividends

    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 that focus on these shares. The thought that one can take an income from a portfolio without the need to sell shares can feel appealing to some. But dig a little deeper and it quickly becomes evident that a portfolio constructed from a bottom up dividend-driven approach is unl...

    7 min

  3. 21/07/2023

    What is the Scourge of Investors

    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. Charles Schwab, a major US broker, sponsored some research on its own client base to identify which behavioural biases predominate in their clients and recency bias was the one most commonly exhibited. Around 50% to 60% of all investors appear to suffer from recency bias, an...

    10 min

  4. 14/07/2023

    Modern Society Loves a Star Rating

    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 field is no different, with many institutions offering their own spin on star ratings and how to calculate them. However, unlike the hotel industry, I would suggest many of the rating systems that assess the funds used by investors are best ignored. Let's investigate why thi...

    7 min

  5. 07/07/2023

    Are Balanced Portfolios Dead?

    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 of my death are greatly exaggerated’. In the past few years, obituaries for a traditional ‘balanced’ portfolio of, say, 60% equity, 40% bonds have been written by quite a number of financial journalists and fund managers. At Wells Gibson, we believe such a portfolio continues ...

    9 min

  6. 30/06/2023

    A Formula for Success

    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 before that the recordings haven't been maybe as frequent as we would have liked, and the library hasn't been updated. That's just largely been due to the other competing factors, such as family and business, and perhaps also the good weather we've had of late and being able to...

    12 min

  7. 23/06/2023

    Don't just take our word for it

    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 to some key guiding principles – which are grounded in evidence and logic – gives investors a solid foundation on which to build a sensible investment solution. This short note provides an insight into five of our favourite insights from experienced and accomplished academics a...

    10 min

  8. 16/06/2023

    Home Bias and Global Diversification

    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 originated in South America. We check our email on our smartphone, which has been designed in California and manufactured in Taiwan, and then we dress and clothes woven from Egyptian fabrics before driving our American made Tesla or German made BMW, or riding in a French built train ...

    6 min
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Do you want to live a fulfilled and meaningful life? In this podcast, Jonathan introduces his principles for living a fulfilled and meaningful life, as well as sharing the key financial and wealth planning strategies you need to focus on to achieve this.

Información

  • Creador
    Jonathan Gibson
  • Años de actividad
    2 k
  • Episodios
    61
  • Clasificación
    Apto
  • Copyright
    © 2023 The Purposeful Wealth Podcast
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    The Purposeful Wealth Podcast

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