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Investing Money

Investing Money

by | Mar 21, 2022 | Insights

  When we do any investing for clients it is a two tier process. First of all we look out for half decent long-term performance and this is usually over 5 years, and then we look at the short-term performance over the previous 3 months to just ensure that funds...

Investing Money in Falling Markets

by | Feb 24, 2022 | Insights

It’s all too easy to fall into the trap of being pessimistic when you look at the value of your share portfolio and think about turning it into cash – to stop any further falls, but in hindsight you will see that it is a knee jerk reaction – and you shouldn’t do this....

Investing money

by | Jan 21, 2022 | Insights

I found it very strange on reading the financial sections of my Sunday paper recently, where there were a couple of sections from what are called stock-pickers.   These are people who recommend you to buy company X shares because of this event or that trend, and that...

Investing money

by | Jan 14, 2022 | Insights

The GLOBAL markets just now are all on a low probably stemming from low employment statistics in the US and there is sweet nothing that anyone can do about this.     Admittedly it would be different if say the US market was down and other markets were up as all you...

Investing to get something like 14.51% a year

by | Dec 29, 2021 | Insights

When anyone advertises fund performance the Financial Conduct Authority lays down the ground rules that this must reflect a minimum of 5 years otherwise it would be all too easy to quote a performance that is the proverbial flash in the pan.   What the regulator is...

Investing, is straightforward – right?

by | Dec 20, 2021 | Insights

I don’t doubt that many people will think that investing is relatively straightforward and they would do a good job themselves, and to be honest on a lot of occasions that “might” just be true – but it certainly doesn’t apply over the last few months. Up to the middle...