True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

(Return to all News and Updates)

Clarion Investment Diary – May 2024

The Clarion Investment Committee met on the 16 May 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics The UK economy grew by a greater-than-expected 0.6% […]

Continue reading...

Category: Financial Planning

Stock Market and Economic Commentary – May 2024

  “Our greatest freedom is the freedom to choose our attitude.” Viktor Emil Frankl (26 March 1905 – 2 September 1997). Austrian psychiatrist and Holocaust survivor. He founded Logo-therapy, a school of psychotherapy that describes a search for a life’s meaning as the central human motivational force. Logo-therapy is part of existential and humanistic psychology […]

Continue reading...

Category: Financial Planning

Aerial photo of the Italian town of Atrani.

Everything that Netflix’s Ripley can teach you about being vigilant for scams

The Talented Mr. Ripley, written by Patricia Highsmith, was first published in 1955. It introduced the world to the charismatic young con man Tom Ripley for the first time, but not for the last. Most recently, you may have been enjoying Andrew Scott’s portrayal of the fictional fraudster in the Netflix adaptation Ripley. Though a […]

Continue reading...

Category: Financial Planning

Shoppers walk along Regent Street.

5 reassuring reasons to feel positive about the UK economy

The Cable News Network (CNN) began broadcasting at 5 pm on 1 June 1980. While it was the first 24-hour news channel, it wasn’t long before competitors followed in CNN’s footsteps, ushering in the age of the 24-hour news cycle. The advent of the internet and social media has only served to exacerbate the endless […]

Continue reading...

Category: Financial Planning

Clarion Investment Diary – April 2024

The Clarion Investment Committee met on 18 April 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics UK inflation fell to 3.2% in the 12 months […]

Continue reading...

Category: Financial Planning, Investment management, Our team news

Stock Market & Economic Commentary – April 2024

“Progress is impossible without change, and those who cannot change their minds cannot change anything”. George Bernard Shaw. 1856-1950. Irish playwright, critic, polemicist and political activist.   The UK Economy. The last couple of years have been hard for the UK economy. Growth has ground to a halt and consumer spending power has come under […]

Continue reading...

Category: Financial Planning

An investor looks at his laptop thoughtfully.

Celebrating the work of Daniel Kahneman: What his “loss aversion” theory can teach you about investing

It was with sadness that many in the academic and economic worlds learned of the passing of influential psychologist and economist Daniel Kahneman in March 2024. Kahneman, who was perhaps most widely known for his best-selling book Thinking, Fast and Slow, had enjoyed nearly 70 years in academia. In that time he made several significant […]

Continue reading...

Category: Financial Planning, Investment management

A woman drinks a hot beverage with her feet up.

A client story: How financial planning can benefit your mental health

Recently, our non-executive director Keith Thompson met up with one of our valued clients for a drink and a chat. Sadly, this client’s wife is seriously ill but, despite his challenging circumstances, he had a positive outlook. He said: “I’m lucky Keith. I have good support from family and friends, and I don’t have to […]

Continue reading...

Category: Financial Planning, Lifestyle

Clarion Investment Diary – March 2024. 

The Clarion Investment Committee met on 21 March 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics UK business activity expanded in March as the manufacturing […]

Continue reading...

Category: Financial Planning

1 2 3 15
Back to the top of this page