Are you feeling your finances?
Emotions are an important part of the wealth equation and how we let them affect our investment and financial planning decisions dictates our success to a significant degree. The key is aligning our “gut feelings” with real wealth management wisdom.
Client trends October 2020:
Revising retirement plans becomes a priority as yield becomes harder still to find
The hunt for yield has become even more urgent amid continued dividend cuts and talk of negative interest rates, and all the while the spectre of several tax hikes looms.
Client trends September 2020:
Important points of investment strategy are preoccupying investors
Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.
Client trends July 2020:
HNWIs still worry over wealth taxes and which investment styles to deploy
HNWIs are citing a huge range of concerns, but whether wealth taxes will emerge and what the best investment approaches are in this new world are foremost.
Client trends June 2020:
HNWIs move to get ahead in wealth stakes before things heat up
Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.
How to carry out
an investment review, fast
It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.
#WealthGoals: How do you protect your finances against a crash?
Cash flow modelling is a vital strand in optimally managing your wealth. It involves complex calculations, but could be the key to achieving your goals – and avoiding poor outcomes.
Client trends May 2020:
Cash and clients in motion amid a period of reflection
Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.
Doing well by doing good
Research has proven that investing sustainably doesn’t necessarily impair returns at all – and may in fact be key to achieving good performance in a rapidly changing world.
