True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Investment management

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Stock values going up and down

Stock Market & Economic Commentary – December 2025

The market will fluctuate It’s here again – the time of year when financial commentators pretend to know what is going to happen in the year ahead, and we pretend to believe them. As the tumultuous year that was 2025 fades into history, this well-worn ritual is underway, and pundits are issuing solemn forecasts for […]

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Category: Investment management

2026 calendar

5 key financial changes coming in 2026

Several important financial changes are on the horizon in the year ahead, and planning for them now can help ensure you remain efficient and well prepared. While tax rates, allowances, and regulations will always change, your long-term goals are likely to stay the same, with a few adjustments as your circumstances evolve. Financial planning is […]

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Category: Financial Planning, Investment management

STOCK MARKET & ECONOMIC COMMENTARY – NOVEMBER 2025

“The desire for gold is not for gold itself but for the means of freedom and benefit.” – Ralph Waldo Emerson (May 1803 – April 1882), American essayist, poet, and philosopher. His influential works, such as ‘Self-Reliance and Nature’, reshaped American thought and literature. The price of gold… what is it telling us? Gold is […]

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Category: Investment management

A group of people looking at an index on a screen.

Clarion Investment Diary – October 2025

The Clarion Investment Committee met on 22 October 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. Please click here to access our October Stock Market & Economic Commentary written by Clarion […]

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Category: Financial Planning, Investment management

Two investors looking at charts and tables.

Clarion Investment Diary – August 2025

The Clarion Investment Committee met on 21 August 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. Please click here to access our August Stock Market & Economic Commentary written by Clarion […]

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Category: Financial Planning, Investment management

An investor looking at an index on his phone.

Stock Market & Economic Commentary – August 2025

“The market cycle will once more prove to be the human-nature cycle; its economic background will have changed, but not its basic character nor the consequences of its character.” – Benjamin Graham (1894-1976), British-born American financial analyst, economist, accountant, and investor, widely known as the “father of value investing”. Lessons from Bridge I don’t play […]

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Category: Financial Planning, Investment management

Stock market graphs on a screen.

Stock Market & Economic Commentary – June 2025

Economic Update  The Middle East and Oil Prices  The past few weeks have seen one of the most volatile periods of oil trading in recent history. In the days following the outbreak of hostilities between Israel and Iran, oil breached $75 per barrel, up 15% in less than a month. It rose above $80 per […]

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Category: Financial Planning, Investment management

Why short term stock-picking is a gamble… And factor investing is a long-term strategy

A smarter approach to Wealth Management At Clarion Wealth Planning, we take a different approach to building and preserving wealth. Our focus isn’t on quick wins or fleeting market trends—it’s about structuring financial plans that evolve with our clients, ensuring stability and growth through all stages of life. True financial planning isn’t just about making […]

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Category: Investment management

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