Lexington Times (October 2023)

There’s no secret door

There are many areas in life where a high level of wealth gets you through a secret door. It is, therefore, not surprising that high-net-worth investors expect a similar expansion of options in investment products. Let’s unpack this thinking and consider whether this pursuit of complexity has helped or hindered investors.

ISA & Pension Allowance Update

The 2023/24 tax year is now well underway, which means all your various investment allowances have been renewed. Rather than leave it until the last minute, why not take advantage of these allowances ahead of time?

The Stock Markets

(Updated 30 Sept)

The key benchmark you should care about is achieving all of your financial and life goals and not running out of money.

The Unimportant Numbers – 1 Month

Monthly figures are a distraction from your long-term goals, we’ll help you avoid the noise.

The Important Numbers – 30 Years

Investing in the Great Companies of the World has produced life-changing returns for the disciplined and patient investor.

Inflation – The Real Enemy (Updated 30 Sept)

The number one enemy of the long-term investor is the financial dragon called inflation (the silent but steady increase of prices over time).

The only sane definition of money is purchasing power, and over the last 30 years, inflation in the UK has almost halved the value of your money.

But an investment in the global share market has consistently provided protection from this enemy.


The media is not a friend of the disciplined and patient investor. Whether it’s on TV, Print or Online, the media prefers to focus on short-term returns, market predictions, and negative news. Which is not suitable for a long-term investor.

Below are the stories, podcasts, and images which we wanted to share with you this month, which are uplifting, interesting and informative.

These links below will take you to articles on other websites.

Positive News

Here is this month’s selection of positive news stories not related to investing.

Further Reading

Here are some articles you may find interesting this month.

Listen & Watch

A Picture is worth 1000 Words