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Timeline Blog

News and updates for Financial Advisers on Timeline's Planning and Portfolios as well as our research an updates on financial markets.

Why we should all ask, “What could go wrong?”

This is why a good decision-making process is so important for any investor. As the Thinking Ahead...

Profit from the fear of others when markets slide

 One thing for certain that the chairman and CEO of Berkshire Hathaway won’t be doing is panicking...

Evidence-based investing: What it is and why it’s awesome

Our investment philosophy is built on decades of research-based not on gut feelings or best...

Get DFM access to Dimensional’s Core & Core+ Wealth models with Timeline Portfolios

These portfolios are offered alongside the full suite of our models and advisers using the DFM will...

7 reasons to use a TAMP

The use of TAMPs is widespread in the US. But google ‘Tamps in the UK’ and the first result you’ll...

Which investors are most likely to panic in a downturn?

Investment author Larry Swedroe says that it’s when markets enter bear territory that investors...

Timeline uncovers the nation's retirement concerns and financial planning gap

Our study has already been featured in many of the National news titles this week, including The...

Ten key points from Gene Fama’s latest interview

He has just given an hour-long interview to the Rational Reminder podcast and, once again, he...

Jack Bogle, the man who revolutionised investing

It’s hard to think of two different figures than Jack Bogle and Joey Ramone. But the fund...

Introducing Switch Reports

When you’re ready to switch your clients’ investment portfolio to Timeline Portfolios (formerly...

Timeline raises £6m ($8m) Series A funding to revolutionise financial adviser technology

 Founded in 2018 by Abraham Okusanya, Timeline has developed an end-to-end financial planning...