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.
(Return to all News and Updates)
“Only Government can take perfectly good paper, cover it with perfectly good ink and make the combination worthless.” Milton Friedman, American economist and statistician. Economic update Economists have been compared to monkeys throwing darts, often coming off worst in prediction competitions. Regime changes usually take a while to fully register with investors. Making forecasts at […]
Tags: Coronavirus, economy, stock markets
Category:
Investment management
“There are as many atoms in a single molecule of your DNA as there are stars in the typical galaxy. We are, each of us, a little universe.” Neil deGrasse Tyson, American astrophysicist, planetary scientist, and author Coronavirus update The pandemic has been the main determinant of economic activity in the last 18 months. Rising […]
Tags: Coronavirus, economy, stock markets
Category:
Investment management
“Our Patience will achieve more than our Force.” Edward Burke, Irish political philosopher and statesman Coronavirus update Patience is a virtue, or so they say. After years of discussions but little in the way of progress, the coronavirus pandemic has spurred the cash-strapped G7 countries to finally agree a firm tax plan for the super-wealthy […]
Tags: Coronavirus, economy, stock markets
Category:
Investment management
What does the Covid-19 pandemic have to do with Capital Gains Tax? The coronavirus pandemic has had an unprecedented impact on public sector finances and will continue to do so for many years to come. Increasing Capital Gains Tax is one option available to the Chancellor of the Exchequer to help him balance the books […]
Tags: Capital gains tax, Coronavirus, financial planning, investments, portfolios
Category:
Financial Planning,
Investment management
“Common sense is genius dressed in its working clothes.” Ralph Waldo Emmerson, American philosopher Despite the imminence of Brexit and the political drama of the recent US Presidential election, the coronavirus pandemic continues to dominate headlines, in both the media and within financial markets. The post US Presidential election world is growing a little clearer, […]
Tags: Coronavirus, investments, portfolios, vaccine
Category:
Financial Planning
After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]
Tags: communication, Coronavirus, financial planning, new normal, relationships, service
Category:
Financial Planning,
Thought pieces
In recent weeks we have debated at length the impact that the ongoing coronavirus crisis is having on the global economy and financial markets. One of its more noteworthy effects has been the contrast between businesses that are relatively well sheltered or perhaps stand to benefit from the long-term impact of the outbreak and those […]
Tags: Coronavirus, dividends, global economy, investors, pandemic performance, risk, stock market
Category:
Investment management
As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]
Tags: adaptability, Coronavirus, COVID 19, economy, sales growth
Category:
Financial Planning,
Investment management
Stock market and economic commentary May 2021
“I’ve got to admit it’s getting better, a little better all the time.” – A song from The Beatles’ 1967 album Sergeant Pepper’s Lonely Hearts Club Band Coronavirus update Despite occasional, and often welcome, distractions from the world of politics, sport, weather, travel and, sadly, crime, the coronavirus pandemic continues to dominate headlines. The world’s […]
Continue reading...
Tags: Coronavirus, economic commentary, inflation, investment
Category: Investment management