Small Caps Or Large Caps

Small Caps Or Large Caps

Sep 2, 2021 | Blog, Financial Planning

Research has shown that when it comes to investing over the long term, smaller companies (known as small caps) have higher expected returns than larger companies (known as large caps).   So, should you be piling into small caps?   Well, it’s important you understand...
Under The Bonnet Of The RTS Investment Strategy

Under The Bonnet Of The RTS Investment Strategy

Jul 29, 2021 | Blog, Financial Planning

In this article we have a look under the bonnet of our flagship RTS Investment Strategy.    The RTS Investment Strategy is the core part of most of our client’s portfolios and is a strategy guided by a hundred years of empirical data, decades of academic research by...
Introducing The RTS Investment Strategy

Introducing The RTS Investment Strategy

May 7, 2020 | Blog, Financial Planning

Two years in the making and it’s finally here, the RTS Investment Strategy.    When I started RTS Financial Planning I had two major goals in mind for clients:   Lower costs.  Better performance.   Since the start we have offered lower charges and remain in the...
Market Commentary – April 2020

Market Commentary – April 2020

Apr 30, 2020 | Blog, Financial Planning

Are we now well into the stock market recovery?   What’s been surprising about the impact of Coronavirus on stock markets is the speed of the fall and now also the speed of the rise.   Most stock markets around the world have had a good month but there could be one...
Investment Risk Profiles Do Work

Investment Risk Profiles Do Work

Apr 23, 2020 | Blog, Financial Planning

If you are worried about your investments right now have you stopped to consider whether you are using the right risk profiles?   When we talk about investment risk we are not talking about the risk of losing money. That will never happen unless you are invested in...