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Living Your Legacy – Impact, Values, and Purpose
When we think of legacy, it’s easy to focus on numbers—the size of an estate, the assets passed on, and financial provisions made for future
Easter Reflections: Renewal, Hope, and Financial Stewardship
At Wells Gibson, we believe that financial planning is about more than numbers—it’s about living a life of purpose, freedom, and contentment. As we reflect
What’s Happening in the Markets? A Calm Look at Recent Moves
At Wells Gibson, we know that recent stock market volatility—particularly over the past few weeks—has likely caught your attention. It’s completely understandable to feel uneasy
Staying Calm in Turbulent Markets
Periods of market volatility can be unsettling, especially when the news headlines seem to shout louder each day. However, it is essential to remember that
The Illusion of Market Predictions
As we approach the end of the first quarter of 2025, you’ve likely noticed how financial headlines continue to echo with market predictions made earlier
The Spring Budget – Our Key Takeaways
While the Spring Budget 2025 did not introduce major changes, we wanted to share some key highlights that may be of interest. Below are some
Speculation vs. Stewardship: A Crypto Conversation
1. The Role of Crypto in a Portfolio is Unclear Every asset in a portfolio should serve a defined purpose. Equities drive long-term growth. Bonds
Bitcoin: A Crumby Way To Save For Later
Exhibit 1: Bitcoin vs. Stock Market – How Often Have They Dropped? Source: Dimensional. Past performance is not a guarantee of future results. Credit: Dimensional Fund
Cryptocurrency – too big to ignore
In light of the US regulator’s (SEC) recent approval of several Bitcoin spot ETF’s, there has once again been a lot of talk around cryptocurrency
Crypto regulation is coming
Crypto regulation is coming The Bank of England is leaning towards the regulation of cryptocurrency, following the recent collapse of the digital currency exchange FTX.
Ten important points to remember when considering digital assets and blockchain technology
Blockchains, Web3, the metaverse, Non-Fungible Tokens (NFTs), cryptocurrencies, Bitcoin, Dogecoin, Decentralized Applications (or dApps) and Decentralized Autonomous Organizations (DAOs). These terms have surged into mainstream
The Illusion of Market Predictions
As we approach the end of the first quarter of 2025, you’ve likely noticed how financial headlines continue to echo with market predictions made earlier
The Spring Budget – Our Key Takeaways
While the Spring Budget 2025 did not introduce major changes, we wanted to share some key highlights that may be of interest. Below are some
Helping Your Kids Climb the Property Ladder
At Wells Gibson, we understand that as parents, you want the best for your children. That often includes seeing them achieve the milestone of owning
Buzzing into 2025: Scottish Beekeeping Events for Financial Wellbeing and a Sweet Hobby
At Wells Gibson, we understand that financial planning is about more than just numbers. It’s about building a fulfilling lifestyle. Many of our clients have
Finding the Right Investment Portfolio: Balancing Volatility and Reward
One of the most important financial decisions we make with our clients is determining the right balance between growth and defensive assets when establishing their
Extend Your Ski Season: Top Destinations for April Adventures
For many of our clients at Wells Gibson, the thrill of the slopes is a highlight of the winter months. And just because the clocks
Sandwich generation continue to help families in retirement
We often hear about a phenomenon known as the ‘sandwich generation’. This adult cohort is sandwiched between financial provision for grownup children and time or