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February Market Commentary
The great thing about writing this bulletin is that you make a note of something which looks hugely significant around the middle of the month and then something else comes along which makes it pale into insignificance.
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7 tips for making the best of your savings
For those of us with savings placed away in cash, it is not a great time for high interest returns. Most deposit accounts currently pay a very small rate of interest but there are still ways to build a…
Read moreInvesting in the stock market beyond the FTSE 100
If you are investing in the stock market then how are you doing it and where are you putting your money? For many savers, the answers to those questions will be similar. Many ‘every day’ savers, who…
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Tax Year End Approaches: 5 Things to do Before April
The 5th April might seem a little way off yet, but the end of the tax year always seems to arrive faster than we think! For financial planning, the end of the tax year is important for…
Read moreWhat does 2015 have in store for savers?
Did 2014 turn out to be a better than expected year for savers? According to a recent bulletin by Standard Life, the Autumn Statement by the Chancellor in early December rounded-off quite a year, with good news…
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January Market Commentary
Traditionally, December is a ‘slow news’ month. Like August, the great and the good spend a large part of the month on holiday and world events supposedly move slowly, if at all. Not so in…
Read moreThe top 10 economic risks for investors in 2015
Acknowledging that the forecasting consensus has missed many of the big stories of recent years, a team of analysts at HSBC has attempted to outline the top 10 economic risks for investors in 2015. The team stressed that…
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Pensions in 2015: a brief update on what to look out for
2014 was a momentous year for pensions. Changes around how pensions could be drawn at retirement and how death taxes on pensions would be improved were both announced in the year, with the intention that all these…
Read moreGrowing your wealth with ISAs
Growing your wealth with ISAs: why individual savings accounts can be great for your finances It seems odd that in a general climate where there is so much controversy over foreign corporations paying no tax in the UK,…
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December Market Commentary
November saw the G20 group of world leaders meeting in Canberra. The summit was notable for the new sport invented by the great and good: a bizarre game of musical chairs in order to avoid being photographed…
Read moreThe Need for Self Worth in Retirement
A lot of people talk about having an early retirement but for some that creates a bigger problem, what do you do with all that spare time? We often discuss the quantative side with clients, ie how much money…
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How to Win the Loser’s Game, Part 3
Fund charges, as we discovered in Part 2, compound hugely over time and can make a huge dent in your long-term investment returns. But as well as being very expensive, actively managed funds have a dismal…
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