If you can keep your head when all around you are losing theirs…
It has been quite a year for stock markets. In the past 12 months shares have soared to record highs; higher than the tech boom in 2001 and higher than the credit bubble of 2008. But let’s not get carried … Read more
2012: The Year It Didn’t Happen
Judging by the headlines in the financial press, investors spent much of the past year anxiously awaiting one calamity after another that failed to occur. The plunge off the United States’ so-called fiscal cliff was averted. The Eurozone did not … Read more
The Tradeoff: Preserving Capital or Preserving Purchasing Power
Balancing life’s many competing demands requires careful consideration and inevitably leads to tradeoffs. For example, a common lifestyle tradeoff is working longer hours versus spending more time with your family. The competing demands within this decision are the income necessary to … Read more
Taking the plunge
Anxiety about the equity market is understandable, but if we wait for the “perfect” time to invest, the risk is we never will. The child was inconsolable. A day at the pool had ended without her joining her friends in … Read more
Welcome to Robert Johnson, Director
Back in the Summer of 2011 when I was looking at our business plan for the next 12 months, I was struck by the fact that most of my time is spent dealing with clients, which is exactly as it should be. I was … Read more
Bourlet Consulting is born!
It’s always been difficult as a Financial Planner to describe, succinctly, what we do. If you were tasked with this, what would you say? In a broad sense, we know that we work for clients in lots of different technical … Read more
Bourlet Summer Drinks
We welcomed clients and friends of the firm to our informal Summer Drinks on Thursday 28th June in the sumptuous setting of the ballroom at Hartham Park. This year saw Roger’s insight into the investment markets and here is a shortened version … Read more
Things Change
It’s that time of year again, when harried finance editors ask reporters to call investment professionals and cobble together top predictions for the coming year. These are fun to write. But for readers, they’re more entertaining a year later. Here we take a look at what some of the ‘experts’ were predicting last year. Read more
Bourlet Wealth approved as Accredited Financial Planning Firm
We are delighted to announce that Bourlet Wealth Management has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It awards this title … Read more
Why do we put off planning for the future?
Like most people, I find it hard to take time out to plan for the next few decades. It’s something I help our clients to do, but all too often put off doing for myself. Why do we need regular … Read more