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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A market index board

Stock Market & Economic Commentary – February 2026

UPDATE: This latest commentary was written before this weekend, and we will shortly send an update regarding the unfolding events in the Middle East. “The times I have been most wrong are the times I thought I was most right.” – Peter L Bernstein (1919-2009), American financial historian, economist, and investment manager, and one of […]

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Category: Financial Planning, Investment management

Clarion Investment Diary – January 2026

The Clarion Investment Committee met on 20 January 2026. 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 January Stock Market & Economic Commentary written by Clarion […]

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Category: Investment management

Stock Market & Economic Commentary – January 2026 

“It is not the strongest of the species that survives, nor the most intelligent; it is the one that is most adaptable to change” – Charles Darwin (1809-1882), Naturalist and biologist, famous for developing the theory of evolution by natural selection. “Trump tamatigut qunutittarpoq” 2026 has started with something of a bang, with US President […]

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Category: Investment management

A group of investors in a meeting

Clarion Investment Diary – December 2025

The Clarion Investment Committee met on 11 December 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 December Stock Market & Economic Commentary written by Clarion […]

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Category: Investment management

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

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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