A reason to take another look at those portfolios with an over concentration to the 'magnificent 7' stocks. The equal-weighted S&P 500 index has actually outperformed over the longer term. Thanks to S&P Dow Jones Indices for the research.

The CNN Fear & Greed Index measures investor sentiment—fear can signal undervalued markets, while greed may indicate overvaluation. 📊 It’s a pulse check on emotions driving stocks. But, markets can remain in a "greedy" or "fearful" state for an extended time without reversing.

Think you can beat the market? Hendrik Bessembinder’s research, “Do Stocks Outperform Treasury Bills?” found that just 4% of companies have accounted for all the wealth creation in the US stock market over the past 90 years. 🤯 Needle in a haystack.

For now, the majority of people who buy Bitcoin don’t buy it to use it. They buy it because they believe the price is going to go higher and it protects the value of their money. You could argue however that this is the same for people who buy gold.

From April 2025 HMRC will charge an interest rate of bank base rate + 4% on the late payment of Inheritance Tax. Using today’s base rate of 4.75%, this would be an interest rate of 8.75% which is going to lead to some chunky penalties for those who struggle to sell assets.

With changes announced in the latest Budget set to increase the levels of Inheritance Tax collected by the government in the coming years, here are a few things you might not know about this dreaded tax. buff.ly/416fDMo

The Inheritance (Provision for Family and Dependants) Act 1975 is an interesting act as it essentially allows anyone to challenge your Will. Even if you have tried to exclude someone they may still be approved for reasonable financial provision. buff.ly/3ZqtQ5F

The dreaded vote of confidence!

✈️The UK lost half a million liquid millionaires in 2024- that's double the number that left in 2023 In order to make up for the shortfall in income tax, replacing just one millionaire would require at least 49 average taxpayers! telegraph.co.uk/politics/2025/…

The number of companies on London’s AIM market worth more than £1 billion has hit a nine-year low. A mere six stocks were worth more than £1 billion at the end of 2024 compared with 30 at the end of 2021. investcentre.co.uk/articles/numbe…

🤦🏼‍♂️There’s a reason why DB schemes are more funded now than previously, gilt yields are higher meaning less capital is required to produce the income. This will reverse again once market conditions change. Don’t they learn anything from history?

The Isle of Man is removing its own ‘triple lock’. When is the UK parliament going to have a serious conversation about the UK State Pension? It’s clearly not affordable long term in its current format. inews.co.uk/inews-lifestyl…

It’s not the income coming in that’s the problem. It’s the money going out.

Not content with trying to take over our pension funds and force investment into risky UK assets, they want our ISAs too! dailymail.co.uk/news/article-1…