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  1. Blog4th May 2022

    Why we should all be listening to women investors

    Taking on the gender investment gap The world of finance and investing still has something of an image problem. All too often, it’s the same story. It’s seen as being largely for those who are: ‘male, pale and stale’. Women... Read more

    By Andrew Dines

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  2. Blog25th Apr 2022

    A catch-up with Ross

    Approaching the end of his first year at AAB Wealth, we caught up with Ross White to hear how he found joining the firm remotely and how his role in Client Service Support has evolved. Ross also shares some of... Read more

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  3. Blog2nd Apr 2022

    What is the difference, if any, between Financial Advice and Financial Planning?

    A question often asked is ‘What is the difference, if any, between Financial Advice and Financial Planning?’. Often the terms are used interchangeably and, of course, that is fine for everyday language, but in practice there is a significant difference... Read more

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  4. Blog2nd Apr 2022

    When can you afford to retire? A case study on retirement planning

    Understanding how financial planning for retirement planning in theory and graphs can feel both overwhelming and confusing. So, I invite you to review a real life scenario of Derek and Julie – a couple from Edinburgh with a common dilemma... Read more

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  5. Blog2nd Apr 2022

    FAQs about Financial Planning

    How long does the Financial Planning process take? The time taken will vary depending on matters such as third-party requests (such as requesting information from pension providers) and your availability to go through the various meetings/information gathering processes. Typically, three... Read more

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  6. Blog28th Mar 2022

    Bonds – between a rock and a hard place

    Sometimes as an investor we come face to face with a stark reality. Today, that is the case with the bonds held in portfolios. By and large, most long-term investors own bonds because they do not have the emotional or... Read more

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  7. Blog28th Mar 2022

    Uncertainty abounds – it always does.

    Today, it certainly feels like the world is in a very uncertain place. Authoritarian states are flexing their muscles, with Russia violating Ukraine’s sovereignty and China’s ongoing subjugation of Hong Kong with the new National Security Law alongside its apparent... Read more

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  8. Blog16th Mar 2022

    Kirsty’s career journey: from hospitality to Client Service Support

    My student years at RGU I grew up in a very small village called Fintry, near Stirling. I originally went to Robert Gordon University in Aberdeen to study Events Management but switched to International Business Management (IBM) in my second... Read more

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  9. Blog14th Mar 2022

    ESG is here to stay. Here’s how we’re planning for it

    It’s increasingly difficult to ignore that where we put our money has a direct impact on the world around us. How a firm uses (or abuses) the environment, how it treats its employees, whether it’s managed well, or cuts corners.... Read more

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  10. Blog9th Feb 2022

    How to keep your investments flexible in a new era of investing

    Hello to a new generation of investors This time last year the investing world was in a frenzy over GameStop. For a brief time, shares in the struggling video game retailer soared. Its market capitalisation (the total value of all... Read more

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  11. Blog26th Jan 2022

    Welcome back Claire Marston

    At AAB Wealth we recognise and support that our team members have their own goals and aspirations, which is why we are delighted to welcome Claire Marston back to the AAB Wealth team. Claire decided to scratch her itch and... Read more

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  12. Blog24th Jan 2022

    8 things to look for in a good financial adviser

    Have you heard of the term ‘overchoice’ or ‘choice overload’? It’s when people have a difficult time making a decision because they’re faced with many options. The term was first introduced by Alvin Toffler in his 1970 book, Future Shock.... Read more

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