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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Where stated, any investment performance figures referred to relate to past performance which is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. The value of investments, and the income arising from them, can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Unless indicated otherwise, performance figures are stated in British Pounds. Where performance figures are stated in other currencies, changes in exchange rates may also cause an investment to fluctuate in value.
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 […]
Category: Financial Planning, Investment management
“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 […]
Category: Financial Planning
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 […]
Category: Financial Planning, Investment management
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 […]
Category: Financial Planning
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 […]
Category: Financial Planning
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 […]
Category: Financial Planning, Investment management
“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 […]
Category: Financial Planning
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 […]
Category: Financial Planning
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 […]
Category: Financial Planning