True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
(Return to all News and Updates)
The Clarion Investment Committee met on 22 January 2025. 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 Commentary & Market Outlook. The following is a summary of the major since the […]
Category: Financial Planning
“The greater the difficulty, the more the glory in surmounting it” Epicurus, 341bc-270bc. Ancient Greek philosopher and sage and founder of Epicureanism, a highly influential school of philosophy. Welcome to our first Commentary of 2025: Will stock markets have another good year? Will bitcoin see another all-time high? Will inflation be tamed? Will interest rates […]
Category: Financial Planning
Running a business can be fiscally challenging, so it’s important to identify opportunities to save wherever possible. If you are the director of a limited company, pension contributions are among the most efficient and valuable tax breaks available. Making contributions directly from your company instead of your salary allows you to reduce both your taxable […]
Category: Financial Planning
The Clarion Investment Committee met on 11 December 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. Commentary For the second year in a row, global equities are on course for double-digit […]
Category: Financial Planning
Economic update Early December saw the UK energy price cap raised for households, coming into effect in January. Consumers may not feel it, but we are lucky. Industry has no such protection and faces the highest cost for electricity among our peer group. Looking at the latest government statistics, the UK is a clear outlier […]
Category: Financial Planning
Financial planning is about helping you to live the life you envision and achieve the goals that matter most to you, all of which require a specific amount of money. That figure is known as your “number”. Your number represents the total sum you need to achieve complete financial independence without work, retire with confidence, […]
Category: Financial Planning
When he wasn’t busy developing theories and proofs that undergird humankind’s understanding of physical reality, Albert Einstein took time to appreciate more comprehensible matters, such as compounding returns. The great scientist is said to have proclaimed, “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays […]
Category: Financial Planning
The Clarion Investment Committee met on 21 November 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 Early estimates of business activity in November from surveys […]
Category: Financial Planning
“Watch your thoughts; they become words. Watch your words; they become actions. Watch your actions; they become habits. Watch your habits; they become character. Watch your character; it becomes your destiny.” Laozi, born 4th Century. Ancient Chinese philosopher and author of the Tao Te Ching, the foundation text of Taoism. Economic update November, and the […]
Category: Financial Planning