JANUARY 2019
Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.
Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.
Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.
Robo-advisers, automated, algorithmic engines delivering investment recommendations are becoming increasingly popular. But there is more than just low costs for investors to consider: there are serious limitations on the risk front that might be a cause for concern.
New Year resolutions tend to focus on health goals, but your financial wellbeing could also be greatly improved by breaking a few bad habits.
Affluent individuals come to findaWEALTHMANAGER.com in search of their best-matched providers for a variety of reasons, and they are as likely to be experienced clients as newcomers to professional advice. See if any of the drivers we hear most about resonate with you.
Wouldn’t it be nice if Christmas gifts could represent lasting stores of value far beyond the festive season? Here, industry experts give their assessment of some possible presents that may just turn into sound investments too.
Fears of recession are front of mind this December, but the bear market case warrants further examination, our experts say. There may also be investment opportunities to take advantage of as volatility stalks the markets.
Private company investing holds out powerful diversification benefits and can really boost investment returns. It is also more accessible than might be assumed.
The ending of a year and the chance for contemplation means December is the ideal time to take financial stock. Consider how your situation and aims have evolved in light of the following five ways you can make your wealth work harder in 2019.
Dennis Harhalakis, Founder of Cambridge Money Coaching, explains why reflecting on our feelings about money should be as much of a focus as market performance as the year ends.
The prospect of an ultra-left wing Labour government has wealthy individuals far more worried than the implications of Brexit – and so it should, if a raft of sweeping proposals is likely to come to pass.
Brexit – and the political uncertainty surrounding it – continues to dominate the headlines, but it should also greatly inform your investment thinking too. Portfolios will need careful positioning in the years ahead.