It was another torrid week for equities with global markets following up on the previous week’s 3.7% drop in local currency terms with a further 5.4% decline. Global equities are … Read More
Saving for a rainy day
What’s the right emergency fund amount for you? An emergency fund is money you put aside to cover a financial shock. This could be losing your job, or a large, … Read More
All Doom and Gloom
Equity markets sold off significantly last week with global equities down 3.7% in local currency terms. The US posted the largest decline with a fall of 5%, while China bucked … Read More
What’s your magic number?
Keeping up your current lifestyle and enjoying your golden years People planning for retirement should think hard about what they want to do when they eventually stop work. It is … Read More
Turbulent Times
Global equity markets fell last week a modest 0.4% in local currency terms. This followed a strong bounce the previous week and leaves them still up some 5% from their … Read More
Live sustainably: how to be a conscious consumer
The everyday choices we make all have impacts on our planet Our changing climate is making it harder to live in many parts of the world, often affecting some of … Read More
4 tips to avoid making rash investment decisions during stress
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
Across the generations
Pandemic forces people to reassess their finances The COVID-19 pandemic has affected every part of our lives and continues to have a widespread impact across all aspects of financial life. … Read More