True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Business

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Man reading business newspaper

Goldilocks and the Trump Bear

The year began with strong performances from global share markets and economies, although in more recent weeks share prices have fallen back to the lower levels of a few months, even a year ago.

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Category: Business, Investment management, Thought pieces

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Stock markets fell sharply in late January after US wage inflation hit its highest level since 2009, triggering fears that the US Federal Reserve (Fed) will need to raise interest rates more rapidly than expected.

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 7th February

Relative VaR ratios for Meridian and Explorer were in line with expectations and the Committee made no further comments.

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Category: Business, Financial Planning

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

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Category: Business, Financial Planning, Investment management, Thought pieces

Will it be worth it?

Jonnie Whittle reflects on sharp suits and the process of taking expert advice.

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Category: Business, Thought pieces

Business person working on laptop

Six Steps to Selling Your Business

Jonnie Whittle takes a closer look at the process of selling your business.

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Category: Business, Financial Planning

Stock market graph decreasing

30 Years on since Black Monday

In stock market terms, Black Monday refers to 19th October 1987 when stock markets around the world crashed losing huge value in a very short space of time.

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Category: Business, Investment management, Thought pieces

Interesting times…

Interesting times… “Like it or not we live in interesting times. These are times of danger and uncertainty, but they are also more open to the creative energy of men than any other time in history.” These are the words of President John F Kennedy in a speech more than 50 years ago, yet they […]

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Category: Business, Investment management, Thought pieces

Highs… and even more highs.

Highs… and even more highs UK Stock Markets have been hitting a series of all-time highs in recent months. It’s a similar story in both European and US markets. Reports in the financial press have often been euphoric. Stock Market highs shouldn’t really be newsworthy at all because by their very nature stock markets generally […]

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Category: Business, Investment management, Thought pieces

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