Category: Market commentary

Déjà vu All Over Again

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalise on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different […]

FTSE

A tough year for UK Shares

The FTSE 100 ended the year down 12.5%, its worst performance in 10 years. Few sectors or, for that matter, global markets, avoided a decline. The FTSE 100 in 2018 The FTSE 100 ended 2018 12.5% down from where it started, having failed to spend much time above its 7,687.8 starting level. This year’s roller […]

Christmas markets aren’t the only ones to watch

If you started getting financially organised this year, then you should have set yourself some outcomes in January. The Money Plan is a book and a system I created to getting people on track, which includes splitting the year into quarters where you can ‘check in’ to assess your progress towards your goals. By Q4, […]

Budget Update: I giveth and I taketh away….

The tax system is unnecessarily complex, caused by multiple amendments over the years and these complexities make it difficult to initially understand the real impact of any changes, until you drill into the detail. This week Mr. Hammond announced his budget and what caught the headlines was that he brought forward their manifesto promised to […]

Working Beyond 65

The proportion of those aged over 65 still working is close to 11%. Source ONS 11/9/2018 The latest unemployment figures, for the May to July 2018 period, showed the employment rate for those aged 16-64 was 75.5%, slightly lower than in the previous three months, but up 0.2% year-on-year. A closer look at the figures […]

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