🇺🇸 US equities remain the engine of global markets. Over the past 20 years, they’ve outperformed the UK two-to-one. But concentration in the “Magnificent Seven” and stretched valuations remind us why diversification within US equities matters. The message isn’t to cut exposure

🤖 𝗔𝗜 𝗺𝗶𝗴𝗵𝘁 𝗰𝗵𝗮𝗻𝗴𝗲 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 — 𝗯𝘂𝘁 𝘄𝗶𝗹𝗹 𝗶𝘁 𝗰𝗵𝗮𝗻𝗴𝗲 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼? Sam Altman calls AI a 𝗯𝘂𝗯𝗯𝗹𝗲 History says bubbles burst — and 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝘄𝗶𝗻, 𝗻𝗼𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀. Read more 👉

Great stories make terrible investment strategies. Daniel Kahneman reminds us to question our overconfidence and trust the data instead. 📊 #InvestmentPsychology #CognitiveBias #SmartDecisions

Every investor needs to watch this film. It's not about picking stocks. It's about tuning out distractions. 🎥 *Tune Out the Noise* 👉 ifa.com/tune-out-the-n… #SmartInvesting #ErrolMorris

📊 𝗠𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀 A great financial planner fuels transformation — guiding you from what-ifs to what’s next, balancing bold dreams with steady steps. Explore here: shorturl.at/gi6yG #MoneyPlanning #PurposeDriven #LiveYourBestLife rockwealth

When markets fall, the truth comes out. Warren Buffett's vivid metaphor reminds us that sustainable strategies outlast flashy ones. 👙 #FinancialTruths #RiskAwareness #SustainableWealth

Is your financial adviser STILL recommending actively managed funds? 🤔 Show them this chart 👇 According to Morningstar, these are the ten best-performing model portfolio solutions in the UK over the last five years.. SEVEN of them are either entirely or broadly passively

Wall Street's obsession with short-term performance creates opportunity for long-term thinkers. Time is your competitive advantage. 🏃‍♂️ #InvestmentAdvantage #LongTermThinking #WealthAccumulation

‍𝗧𝗵𝗶𝗻𝗸 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗷𝘂𝘀𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴? 𝗧𝗵𝗶𝗻𝗸 𝗮𝗴𝗮𝗶𝗻. It’s about pursuing extraordinary challenges, designing your ideal life, and staying accountable — just like a great coach. Read how shorturl.at/gi6yG #Financialplan

💀 75% of alternative funds launched since 2015 are dead. Morningstar's Jeffrey Ptak: Of 1,345 alternative funds that existed in 2015, only 341 survive today. "The more rhapsodic the sales pitch," says Ptak, "the more you should plug your ears." Jeffrey Ptak Morningstar, Inc.

Stock market success isn't about avoiding losses—it's about accepting them as part of the journey to wealth. 🎢 #InvestmentJourney #MarketVolatility #FinancialResilience

It’s not just UK politicians and regulators who want to widen access to alternative investments. President Trump has signed an order to open 401(k)s to private equity and crypto. But as I explain in my latest TEBI article, quick headlines don’t mean quick access — or good

🪣 𝗬𝗼𝘂𝗿 𝗯𝘂𝗰𝗸𝗲𝘁 𝗹𝗶𝘀𝘁 𝗱𝗲𝘀𝗲𝗿𝘃𝗲𝘀 𝗮 𝗽𝗹𝗮𝗻. A financial planner helps fund those plane tickets, the dream move, the adventures — so regrets don’t stand a chance. Learn more: shorturl.at/gi6yG #TravelGoals #MoneyMindset #FutureProof rockwealth

Skill exists, but costs matter more. This landmark study shows why low fees often beat high talent in the investing game. 🎯 #InvestmentCosts #FundPerformance #SmartChoices

Every investment story has chapters of luck and risk. Wise investors build portfolios that can handle both. 📖 #InvestmentWisdom #RiskManagement #PortfolioDiversification

“When will the value premium show up again?” people asked. 👉 In 2025, it did — just not where most expected. 📈 International value stocks are trouncing the US. A lesson in patience, discipline, and staying diversified. “They that sowed in tears shall reap in joy.”

#Markets rarely move the way the headlines say they will. Remember Brexit “meltdown”? Covid “depression”? Tariffs “ending global growth”? All wrong. Your best defence isn’t reacting faster to the news. It’s a resilient financial plan. Steven Williams brightonifa.co.uk/financial-medi…

“Passive investing.” 😴 The label sounds dull, even defeatist. Yet it points to the strategy that, time and again, delivers better outcomes than most active funds. Charley Ellis argues the name itself has held indexing back. Should we retire it? 🤔 #Investing

Volatility is the price you pay for long-term returns. — Benjamin Graham #Investing #MarketVolatility

Your investment strategy should start with a destination, not a hot tip. Charles Ellis reminds us that goals guide great investing. 🗺️ #GoalBasedInvesting #FinancialPlanning #InvestmentStrategy