A monthly note on markets, money, and long-term thinking

A short monthly note sharing perspective on markets, planning decisions, and the things that actually matter over the long term.

What I share

How to think about markets after strong years, not what to predict next

 The difference between noise and information in headlines and charts

Practical reminders that protect long-term decisions from short-term emotion

Ideas, charts, and perspectives worth your time

Occasional reflections on planning, legacy, and living well

Recent topics include

Why short-term market numbers don’t matter

What three strong years really mean for investors

Inflation as the real long-term risk to cash

Why patience and preparation often matter more than prediction

Rational optimism in a negative news cycle

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Written by an independent, FCA-regulated financial planner.

Wealth Transfer Specialist is a trading name of Harvest Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.


FCA Firm Reference Number: 629749

© 2026 Wealth Transfer Specialist. All rights reserved.

Wealth Transfer Specialist is a trading name of Harvest Associates Ltd, which is authorised and regulated by the Financial Conduct Authority.


FCA Firm Reference Number: 629749

© 2026 Wealth Transfer Specialist. All rights reserved.