True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

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Clarion Investment Diary: July 2024

The Clarion Investment Committee met on 18 July 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 An IT outage hit organisations around the world, disrupting […]

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Category: Financial Planning, Investment management

Stock Market & Economic Commentary – July 2024

“Don’t follow the crowd, let the crowd follow you.”  Margaret Thatcher 1925-2013. British stateswoman, conservative politician, and Prime Minister 1979-1990. Economic Update As inflation has fallen, central banks have started to reduce interest rates. Switzerland led the way, cutting rates in March and again in June. Sweden moved in May with the Euro area and […]

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Category: Financial Planning

Multiple generations of a family smile together.

5 crucial considerations to make before you commit to opening the Bank of Family

As a parent or grandparent, you want to give your child or grandchild the best chance of success in life. Helping them financially is one way you can support your children as they transition into adulthood and start their careers. You may be considering opening the so-called “Bank of Family” to help your adult children […]

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Category: Financial Planning, Investment management

Relay runners pass batons on a running track.

What legendary Olympians can teach you about reaching your financial goals

If you’ve been following the 2024 Paris Olympic Games, you’ll likely have been enthralled by the incredible feats of athleticism on display. But, as you’ll know, the work of an Olympian starts many months and years before the Games. Winning a medal requires preparation, mental fortitude, and patience – attributes that are also useful when […]

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Category: Financial Planning

the exterior of 10 Downing Street

What a Labour government could mean for your finances

In a decisive and historic victory, the Labour Party won the 2024 UK general election with a significant majority and Keir Starmer has become the UK prime minister after 14 years of Conservative government. The new chancellor, Rachel Reeves, has already pledged to “fix the foundations” of the British economy in a bid to drive […]

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Category: Financial Planning

A man looks at a chart on a laptop screen.

Clarion Investment Diary: June 2024

The Clarion Investment Committee met on 13 June 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 US consumer confidence rose in May following three months […]

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Category: Financial Planning, Investment management

A man makes notes while looking at his laptop

Stock Market & Economic Commentary – June 2024

“Wealth is the ability to fully experience life.” Henry David Thoreau 1817-1862 American naturalist, philosopher, and author. He wrote the book “Waldon,” a refection upon simple living in natural surroundings. The UK General Election. At the time of writing this commentary, the results of the General Election are still unknown although a Labour victory, with […]

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Category: Financial Planning

A group of workers talk around a table.

How “salary sacrifice” could help you attract top talent and cut business costs

As a business owner, offering a competitive salary, enjoyable office culture, and flexible working are all effective ways to attract and retain top talent. But did you know that, for many job hunters, a good benefits package is their number one priority when choosing a new role? Indeed, People Management reports that 55% of younger […]

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Category: Financial Planning

A man reviews paperwork and uses his laptop.

3 eye-opening reasons why “time in the market” normally beats “timing the market”

Bryan Cranston was 44 when he landed the role of Hal on Malcolm in The Middle. Eight years later, he’d go on to achieve international stardom as the fascinating anti-hero Walter White in Breaking Bad. But this success didn’t happen overnight. Prior to Malcom in The Middle, Cranston had been a jobbing actor for 20 […]

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Category: Financial Planning

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