During times of stress, clients sometimes feel the urge to pick up the phone and make rash investment decisions. The stress may be the result of personal circumstances, market turmoil, … Read More
A Ray of Hope
Equity markets bounced strongly last week, posting their first weekly gain in nearly two months. Global equities rose 4.5% in local currency terms, leaving markets down 11% from their highs. … Read More
Top five tips on how to deal with stress as an adviser
Everyone feels stressed at one time or another, it’s part of life. As an adviser, appropriately managing your stress levels is crucial both for your client’s and your own wellbeing. … Read More
Apocalypse Now – or not
The sell-off in equities continued last week with markets down for the seventh week running. Global equities fell 1.5% in local currency terms and are now down 16% from their … Read More
Could equity release fund your future?
Freeing up funds or releasing money tied up in your home For some people, using their home in the future to fund their retirement is likely to become more commonplace, … Read More
Back to Reality
Equities were down yet again last week despite a bounce on Friday and posted their sixth consecutive weekly drop. Global markets fell 1.8% in local currency terms although UK investors … Read More
Murky Times
Last week was really a story of more of the same as far as markets were concerned. Volatility remained heightened with US equities jumping a hefty 3% on Wednesday, only … Read More
Stagflation Beckons
Equity markets have been volatile over the last week but overall lost further ground. Global equities fell 1.9% in local currency terms and are now down 10.5% year-to-date and only … Read More
3 tips: Dealing with stressed clients in risk of making poor decisions
Luke’s 3 tips to consider when dealing with a client who is at risk of making poor financial decisions due to stress It’s a well-known fact that stress can cloud … Read More
Testing Times
Equity markets ended last week on a distinctly sour note with the US down 2.7% on Friday. Markets have also opened lower today with Chinese equities faring worst, hit by … Read More