The perfect financial advisor should be able to help you all the way into adulthood, but this isn't always the case. Let's examine the distinction between a financial advisor and a financial planner. What characteristics should we be on the lookout for in a financial planner?
In order to achieve long-term financial security, it is vital to have a long-term financial plan in place. This will be supplemented by short-term financial targets, which will be the stepping stones to long-term financial goals. However, it is just as important to recognise that short, medium and long-term financial goals can be adjusted over time. Life doesn’t remain static, you may have noticed!
Bear markets are part and parcel of investing. It’s that simple. And while it’s understandable to get nervous when bearish trends happen, history has shown that they don’t last forever.
Here, we’ll examine bear markets of the past to contextualise today’s economic uncertainty. We’ll explore how long bearish trends have historically lasted, how long the current bear market is likely to continue, and the bear market opportunities available to investors.
WHY DOLLAR COST AVERAGE? Pretty much the hardest part of investing isn’t actually picking good investments (though it’s still important, and not easy) – it’s the psychological side. In turbulent markets like we’ve had recently, resolve is tested. “Is my strategy right?” “Do I take money out?” “Is now a good time to invest?” The […]
Knowing why and when to use a financial advisor can be difficult. Many people wait until they have become wealthy to get advice and come into money, often through inheritance or the sale of a business. But there are many more everyday reasons to bring in the support of a professional financial advisor. Wealth is […]
It probably hasn’t escaped your attention that markets have been turbulent this year, and with this period of volatility giving investors pause for thought, I have found myself wondering “how long will this bearish, flighty mood last?.” Even for financial professionals (sometimes especially for us!) this type of widespread market weakness tests our ability to […]
Investing involves risk. In some cases, risk can be reduced by timing the market instead of jumping in blind. If jumping blind – basically investing without doing any research at all - is ever acceptable it’s when the stakes aren’t too high, a bad outcome won’t impact negatively on your lifestyle, and you’re buying a […]
Overnight Asia US and European stock futures were flat on Friday, with global stocks poised to cap their best week in a month as improving economic data provided solace against an acceleration in infections in the US. Contracts on the S&P 500 were little changed after the Index rose in the wake of a stronger […]
Overnight Asia Equity futures dropped and Asian stocks traded in a muted fashion at the start of the third quarter, as investors assessed mixed data on the global economy amid concern over the Coronavirus spread and Sino-American tensions. Shares fell in Japan on low volumes, with sentiment capped as confidence among large manufacturers in the country […]
Investing is about making your money work harder for you. We believe it should be simple and rewarding. It can be worrying when stock markets go down. These guides will help explain what to do - and what not to do - during times of uncertainty. Putting time on your side This guide looks at […]
