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Investment market update: November 2024

On 5 November 2024, US citizens voted for their next president, and the election had a knock-on effect on investment markets and business prospects around the world. Republican Party nominee Donald Trump will serve a second term as president of the US. Trump has previously spoken about imposing harsh import tariffs, including a tariff of […]

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Investment market update: October 2024

While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial Stability Report, markets could be underestimating the risks of conflicts and upcoming elections. Indeed, the rising price of gold suggests some investors are seeking a […]

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5 smart reasons why retirement planning should start in your 30s and 40s

If you’re working and contributing to your pension, you might think you don’t need to do any more retirement planning just yet. However, seeking retirement advice in your 30s and 40s could mean you’re in a better position when you’re ready to give up work. According to a survey published in IFA Magazine, putting off […]

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Why your financial plan could benefit more than you by creating a legacy

You might think of your financial plan as being a way to help you reach your life goals. But it could benefit more than just you. As a financial plan focuses on your goals, you might choose to include ways to create a legacy for your loved ones. It could mean your wealth provides long-term […]

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How the gamification of investing could harm your investment strategy

Some investment platforms and apps are incorporating elements of gameplay to encourage investors to engage with their portfolios more. While that might seem like a positive step, research indicates it could lead to investors taking more risk than is appropriate for them. It’s easy to see why some investors might view investing as a game. […]

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10 financial tasks to complete this year to head into 2025 feeling confident

The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off. Spending some time going through your finances and thinking about what you want to achieve next year could help you step […]

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