0

Overall Market Backdrop, July The new quarter brought with it newfound positivity for developed equity markets; seeing strong gains with the S&P 500 leading the way with 8.97%. While equity markets showed promising returns in July there was still evidence of a slowing global economy coupled with inflation reaching new highs. The US 10-Year Treasury […]

email

Continue Reading

0

Financial knowledge and awareness can affect countless aspects of our lives, from being able to budget for our weekly food shop and pay bills, to meeting our mortgage payments and having enough money to live off during retirement. So why are so few people receiving proper guidance and education on how to manage their finances? […]

Continue Reading

0

Do you know how much your home has gone up in value since you bought it? If you purchased your house more than 20 years ago, chances are it’s worth a great deal more than it was originally. According to Aviva, the average value of a property owned by 65 to 74-year-olds is now £287,000. […]

Continue Reading

0

Coronavirus restrictions forced many of us to fundamentally change how we live and work, which in turn affected how we spend our money. With socialising being out of the question, travel restrictions meaning we couldn’t go on holiday, and stay-at-home rules forcing those who could do so to work from home, many of us simply […]

Continue Reading

August Market Commentary

Published on 2 August, 2022 by in Financial Planning

0

Introduction  As many readers know, this Bulletin is written from notes we compile throughout the month. One of the most interesting aspects of this is the occasional feeling of ‘was that really this month’ as we start to write the Bulletin. So it was this month. The race to replace Boris Johnson seems to have been going […]

Continue Reading