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.
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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
American economist Harry Markowitz famously said, “Diversification is the only free lunch in investing.” Portfolio diversification refers to the process of allocating your investments across a range of asset classes, regions, or sectors. The “free lunch” comes from the protection and growth potential offered by this approach. Market performance is notoriously difficult to predict due […]
Category: Financial Planning
Ensuring your estate is sufficient to support your beneficiaries after you die is likely a key component of your financial plan. Regularly reviewing and updating your estate plan helps ensure it aligns with your current wishes, assets, and any tax reforms. The Labour government’s Autumn Budget introduced significant Inheritance Tax (IHT) reforms, including: Freezing the […]
Category: Financial Planning