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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.

The random walk explained

So, what exactly do we mean by a random walk? Why has the book proved quite so popular? And what...

Everything you thought about risk is WRONG

Bonds, which are universally considered safer assets, fell more than equities. A global bond...

20 money rules for young adults to live by

Never carry a credit card balance.

The first rule of personal finance is to avoid credit card debt...

Happy Holidays: A Year in Review

As 2022 draws to a close, I look back on the year in awe and wonder, thanks to: 

What does it mean to be truly diversified?

It’s a little more complicated than not putting all your eggs in one basket. As Robin Powell...

Don't underestimate the emotional benefits of financial advice

Having a good financial adviser you can trust is hugely valuable, however there are common...

Show your clients the value of their ESG investments

As COP27 approaches its climax and after a summer of record temperatures, interest in ESG investing...

How can you limit the damage caused by inflation

One word has dominated the economic headlines in 2022 — inflation. Around the world, prices have...

Handing power (ehrr… money) back to the investors

We recently unveiled a massive reduction in OCF for our portfolios.  The OCF reduction of between 6...

Is your fund manager a drifter?

As an investor, an important question to ask yourself is, “Do you know what your money is invested...

Chasing alpha produces gamma returns

We live in a world where a lot of things are judged on relative performance.

We’ve upgraded our Risk Profiler!

Our risk profiler has been upgraded to enable you to deliver an even better service to your...