INVEST WITH THE BESTMarch 2, 2021Head of Branch Investment Paul Gavaghan meets with Sarah Varley to explain how Raymond James Investments in Longridge are providing a truly bespoke service. Continue Reading
The Tax Man Cometh…. And He’s Quite Interested In Your Pension!March 1, 2021When it was introduced in 2006, the Lifetime Allowance (LTA) limit was only supposed to affect a very small number of pension investors. That it now raises £110m a year for HMRC, affects over 2,400 people and is rising at an eyewatering rate may encourage you to check your own pension provision. Continue Reading
A Different Summer PauseAugust 23, 2020Financial markets are always a three-dimensional jigsaw, with new pieces being added and deleted at whim every business day. But the signals from the last month have been especially difficult to discern. In contrast to the bounce back second quarter, July was a negative month for pan-European markets with the U.K. continuing to lag. Continue Reading
THE ROAD TO RECOVERYJuly 7, 2020We maintain our belief in the ‘American Dream’ as described by James Truslow Adams, that “life should be better and richer and fuller for everyone, with opportunity for each according to ability or achievement,” regardless of social class or circumstances of birth. We not only acknowledge but embrace that we have work to do as a society, and hope that this year will serve as an inflection point as we advance toward a stronger and more united world. Continue Reading
The end of the beginningMay 4, 2020Over three hundred and fifty years ago, back in 1665, Isaac Newton socially distanced himself from the horrors of the then rampant bubonic plague and - away from his burgeoning academic career at Trinity College in Cambridge - enjoyed a ‘year of wonders’ at his childhood home. During this period he formulated a theory of universal gravitation, explored optics and discovered differential and integral calculus. Continue Reading
A Journey through the UnknownApril 6, 2020The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds. Continue Reading
Thoughts on Market Volatility Surrounding CoronavirusMarch 23, 2020A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention. Continue Reading
How January goes, so goes the rest of the year?March 23, 2020I am not going to ask you about how your New Year resolutions are shaping up, but the observation above about the tenuous nature of many of them is a not unusual occurrence for many of us. Naturally, the same can happen with financial market predictions. Thoughts that appeared valid and respectful considerations about the upcoming twelve months, can seem by the end of January tarnished and facile. Such is the nature of financial markets. Continue Reading
Investment Strategy Quarterly – Jan 2020March 23, 2020As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive. In hindsight, the guidance our team of economists, strategists, and portfolio managers gave last year proved prescient as ~90% of our ten themes for 2019 were accurate. Continue Reading
INVEST WITH THE BEST March 2, 2021 Head of Branch Investment Paul Gavaghan meets with Sarah Varley to explain how Raymond James Investments in Longridge are providing a truly bespoke service. Continue Reading
The Tax Man Cometh…. And He’s Quite Interested In Your Pension! March 1, 2021 When it was introduced in 2006, the Lifetime Allowance (LTA) limit was only supposed to affect a very small number of pension investors. That it now raises £110m a year for HMRC, affects over 2,400 people and is rising at an eyewatering rate may encourage you to check your own pension provision. Continue Reading
A Different Summer Pause August 23, 2020 Financial markets are always a three-dimensional jigsaw, with new pieces being added and deleted at whim every business day. But the signals from the last month have been especially difficult to discern. In contrast to the bounce back second quarter, July was a negative month for pan-European markets with the U.K. continuing to lag. Continue Reading
THE ROAD TO RECOVERY July 7, 2020 We maintain our belief in the ‘American Dream’ as described by James Truslow Adams, that “life should be better and richer and fuller for everyone, with opportunity for each according to ability or achievement,” regardless of social class or circumstances of birth. We not only acknowledge but embrace that we have work to do as a society, and hope that this year will serve as an inflection point as we advance toward a stronger and more united world. Continue Reading
The end of the beginning May 4, 2020 Over three hundred and fifty years ago, back in 1665, Isaac Newton socially distanced himself from the horrors of the then rampant bubonic plague and - away from his burgeoning academic career at Trinity College in Cambridge - enjoyed a ‘year of wonders’ at his childhood home. During this period he formulated a theory of universal gravitation, explored optics and discovered differential and integral calculus. Continue Reading
A Journey through the Unknown April 6, 2020 The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds. Continue Reading
Six things to know to weather a market downturn March 23, 2020 It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times. Continue Reading
Thoughts on Market Volatility Surrounding Coronavirus March 23, 2020 A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention. Continue Reading
How January goes, so goes the rest of the year? March 23, 2020 I am not going to ask you about how your New Year resolutions are shaping up, but the observation above about the tenuous nature of many of them is a not unusual occurrence for many of us. Naturally, the same can happen with financial market predictions. Thoughts that appeared valid and respectful considerations about the upcoming twelve months, can seem by the end of January tarnished and facile. Such is the nature of financial markets. Continue Reading
Investment Strategy Quarterly – Jan 2020 March 23, 2020 As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive. In hindsight, the guidance our team of economists, strategists, and portfolio managers gave last year proved prescient as ~90% of our ten themes for 2019 were accurate. Continue Reading