Tag: Financial Planning

August Market Commentary

Gold hit a six-year high as nervous investors looked for alternatives to stock markets. The IMF cut global growth forecasts amid continuing trade tensions. In any normal month these would have been perfectly normal introduction, but July was not a normal month. With Boris Johnson becoming UK Prime Minister and sweeping into 10 Downing Street […]

Ethical investments: what shade of green are you?

Light green, dark green – there’s a whole range of shades when it comes to ethical investment opportunities. If you want to invest your money in line with your moral compass, then ethical investment funds or ‘green funds’ are suited to you. There are a few types to choose from; let’s check them out… Dark […]

July Market Commentary

Introduction Many of you will know the old stock market adage: ‘Sell in May and go away, and come on back on St. Leger’s Day.’ The theory was that with everyone out of London for the summer season there was little business to be done and the stock market drifted lower. These days, of course, […]

What is the open banking revolution?

Over a year and a half ago, a digital revolution introduced a new way for people to handle their money: open banking. All of a sudden at the touch of a button, you could compare household bills, control direct debts and track payments across each of your bank accounts. Consumers can now provide their consent […]

6 bad habits to avoid during retirement

Planning for retirement can be complicated, as anyone approaching the end of their working life will tell you. However, navigating the myriad of choices, both financially and socially, doesn’t have to be such an enigma. Here are a few tips to help you avoid common bad habits that retirees often fall into: 1. Spending your […]

June Market Commentary

Introduction May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of the US/China trade war. Not content with that, Donald Trump imposed tariffs on Mexico and Angela Merkel decided that her potential successor wasn’t up […]

Financial Wellbeing

How is your financial wellbeing? Increasingly, people are talking about financial wellbeing. But what does it actually mean? Financial wellbeing is about having a sense of confidence and security around money. It’s about having enough money to meet everyday needs and being in control of your finances; having the financial freedom to make choices that […]

What does it take to retire early?

The idea of retiring in your 50s or even your 40s sounds like a pipe-dream to most, what with the increased cost of living, inflation and other economic factors slowly eating away at your predicted earnings. This hasn’t stopped the rise of the FIRE (Financial Independence Retire Early) movement, though, a new method of frugal […]

Why easy access savings accounts are a bad idea

We’ve all been there, the boiler breaks, the car decides that today is not its day or a bill appears out of nowhere. For these sudden expenses, you need to have access to your money. The UK has favoured instant access savings accounts for a good while now, with a staggering 77% of cash savings […]

April Market Commentary

Introduction We have commented before on the difficulty of ‘hitting a moving target.’ Sometimes in writing this commentary you run the risk of what you write being overtaken by events, and that has never been more true than this month. In the short time between us publishing notes and you reading them it is possible […]

Last 1 2 3
  • ...
  • 24 Next