Quarterly Private Client Newsletter: February 2014

Welcome to the latest edition of the Kennedy Black Quarterly Private Client Newsletter.

 

In this edition we focus on some important pension changes that are coming into force in April.  If you have built up pension pots with a total value of £500k or more, we would urge you to get in touch immediately.  Some action may be required before 5th April.

 

We are also pleased to update the performance of our range of model portfolios which continue to deliver results that are better and more consistent than our peers.  While past performance is no indication of future results, we hope it gives you some comfort that our investment process – simple, low-cost, diversified, passive, buy-and-hold – is as durable as we claim it is.

 

If you know someone who you think might benefit from our durable investment management and our (hopefully award-winning) comprehensive INTELLIGENT WEALTH MAP™ financial planning service, you’ll not only help them get on top of their finances and start planning for a future they want, but we will send you a bottle of our favourite South African wine as a thank you.

 

 February 2014 KBWM Private Client Newsletter

 

We conclude with the latest in our series of irrational investor behaviours.  It was interesting to see a lot of the biases we have discussed in this column feature in a BBC Horizon documentary on Monday night.  If you’re as interested as we are in how humans make decisions, I would urge you to catch it on BBC iPlayer.