Skip to content
Mark Williams

Mark Williams

Financial Advisor

Menu

  • Home
  • Meet the team
  • About Us
  • Investment Philosophy
  • Money Matters Blog

investment advice

Investing about understanding risks

Investing about understanding risks

Investing is not about avoiding risk. It is about understanding the risks and pricing the risk accordingly, which is why we refer to risk and return. The return must be commensurate with the risk taken. The trick is understanding risk.

mw@dmin February 17, 2022February 17, 2022 Investment Risk, Investment Strategies Read more

Always do your homework

Always do your homework

Today is Friday and not just any Friday it is “Black Friday”, the day every self-respecting shopper looks forward to when just about everything goes on sale with knock-down price bargains to be had. The frenzy is palatable with a

mw@dmin December 2, 2021December 2, 2021 Market behaviour, Market Drivers Read more

Inflection Point

Inflection Point

Expectations regarding the future are usually an extrapolation of the recent past; in behavioural finance this is known as hindsight bias, which is one of the most common mistakes made by investors and I am not only referring to Mr.

mw@dmin November 4, 2021November 4, 2021 Investment Strategies, Investor Behaviour Read more

Five key tips for DIY investing

Five key tips for DIY investing

If you planning to be the next Allan Gray, then this article should be of interest to you with five tips for successful DIY investing. Tip 1: Read articles on behavioural finance and study the various biases, which wreak havoc

mw@dmin October 21, 2021October 21, 2021 Investment Risk, Investment Strategies, Investor Behaviour Read more

What you don’t want to hear from your financial adviser

What you don’t want to hear from your financial adviser

As investors we hate ambiguity, we want certainty, which is why we dislike the idea of randomness.    We want our advisors / managers to know exactly what is going on.  Financial experts must speak confidently and explain what is driving

mw@dmin September 23, 2021September 23, 2021 Investment Strategies, Investor Behaviour, Personal Finances Read more

Negotiating uncertainty

I can quite honestly say as an investor for over 26 years now that I have never experienced a dull day, but that said, there is a Chinese curse, which says, “May he live in interesting times.” As investors we

mw@dmin August 26, 2021August 26, 2021 Equities, Investment Strategies, Investor Behaviour Read more

Emotional investors need good advice

Emotional investors need good advice

Allan Gray asset management recently came under fire in an article, in which the author opined their recent poor relative performance.  The author, who will remain nameless as I think he may have been looking for publicity,  blamed the disappointing

mw@dmin February 25, 2021February 25, 2021 Investment Risk, Investment Strategies, Investor Behaviour, Market Drivers Read more

The end of value investing?

The end of value investing?

Value style managers have struggled on a relative basis to keep up with broad market indices, which have been driven higher by a handful of mega-cap quality / growth companies mainly listed in the US.   Value managers have been underweighting

mw@dmin September 17, 2020September 17, 2020 Investment Strategies, Investor Behaviour, Personal Finances Read more

Living Annuity and Death

Living Annuity and Death

Never a topic we like to discuss but dying with a living annuity has some important planning considerations, which I will briefly cover in this week’s article. Living annuity contracts allow the retiree to bypass his / her estate on

mw@dmin November 14, 2019November 14, 2019 Retirement Read more

Investors, beware of ‘Tina’

Investors, beware of ‘Tina’

The tile of this week’s article sounds more like a tropical storm warning than a warning to investors, which may be appropriate given that TINA can be just as devastating on your wealth as a category five hurricane when making

mw@dmin October 17, 2019October 17, 2019 Equities, Investment Risk, Investment Strategies Read more
  • « Previous

MAP:

Offices:

Unit 3B – Tre Mondi Park
2 Niblick Way
Somerset West

Tel: 021 205 1133

Information:

We are a Registered Financial Services Provider:
Reg. No. 10049

Privacy Statement

PAIA

Please send us an email

We'd value the opportunity to chat about your specific needs

Email us
Copyright © 2022 Mark Williams. Powered by WordPress. Theme: Spacious by ThemeGrill.