True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Thought pieces

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2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

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Category: Financial Planning, Investment management, Thought pieces

calculator, ruler and pen on graph paper

Predictions That Went Wrong

In the early 1970s two eminent American Psychologists conducted a survey about how people would remember their predictions about important forthcoming events.

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Category: Thought pieces

businessman with child

Selling Your Business? Don’t Forget to Tell the Family

The decision to sell a business is not taken lightly. Aside from the financial complexities of the deal itself, there are many personal and emotional aspects to consider.

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Category: Thought pieces

Man writing in notepad

Sell in May and Go Away!

At this time of year, investors are reminded of the old stock market adage “Sell in May and go away, come back again on St Leger day”

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Category: Financial Planning, Investment management, Thought pieces

Financial crisis newspaper headlines

Goldilocks, Bears and Canaries

Lessons from History can often provide useful insights into how stock market investors might behave in the future. The turbulent period leading up to and including the financial crisis of 2007 to 2009 is a good example.

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Category: Financial Planning, Investment management, Thought pieces

Laptop Showing Stock Market Performance

Economic Outlook – March 2018

The Committee discussed the current economic and market environment and the following is a brief summary of the Committees views

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Category: Financial Planning, Investment management, Thought pieces

Man reading business newspaper

Goldilocks and the Trump Bear

The year began with strong performances from global share markets and economies, although in more recent weeks share prices have fallen back to the lower levels of a few months, even a year ago.

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Category: Business, Investment management, Thought pieces

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Stock markets fell sharply in late January after US wage inflation hit its highest level since 2009, triggering fears that the US Federal Reserve (Fed) will need to raise interest rates more rapidly than expected.

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Category: Business, Thought pieces

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

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Category: Business, Financial Planning, Investment management, Thought pieces

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