Remaining focused on established investment principles is essential
The first quarter of 2025 has been anything but steady for global markets. With the arrival of President Donald Trump’s new administration in the United States, economic tensions have surged worldwide. Global stock markets have been left rattled as sweeping tariffs, intended to bolster the American economy, were introduced. However, while these measures may aim to stimulate domestic growth, their ripple effects are reshaping global trade, inflation and investor sentiment.
How to prepare the next generation for financial success
When it comes to teaching children life skills, financial literacy is often overlooked. However, initiating conversations about money and investing at a young age can lay a solid foundation for good financial habits later in life. If discussing investing feels daunting, don’t worry. Here are some practical tips for introducing your children to the world of finance in an engaging and easy-to-understand manner.
Step-by-step guide to help you reclaim your lost pensions
It is easier than many people realise to lose track of an old pension pot. Changes and milestones in life, such as starting new jobs, moving houses or even changing your name, can make it challenging to keep track of your retirement savings.
What savers need to know about UK pensions to make informed choices
When saving for retirement, understanding where your pension is invested is crucial for securing your financial future. For many savers, the appeal of UK investments is significant. A recent study revealed that 37% of savers would prefer UK investments if they offer returns comparable to global options[1]. Interestingly, an additional 16% are willing to prioritise domestic investments, even if it means accepting lower returns.
Looking for a steady approach to building your portfolio?
Bonds can provide stability and income for your investment strategy. They are often viewed as a ‘safer’ and more stable option, particularly in today’s unpredictable economic environment. Fixed interest investing, also referred to as fixed income or bond investing, can deliver a reliable and steady income stream.
The best way to foresee your future is to prepare for it now
Planning for retirement is one of the most important financial decisions you’ll face in your lifetime. With many factors to consider, including income needs, inflation, investment strategies and unexpected life events, it’s easy to feel overwhelmed. Remember, the best way to foresee your future is to prepare for it now.
Planning for stability by diversifying your investment portfolio
Diversifying your investment portfolio can feel like navigating a maze, especially when unexpected events disrupt financial markets. However, diversification offers a solution to tariff uncertainty. The recent tariffs announced by President Trump, coupled with the resulting market volatility, serve as stark reminders of the importance of diversifying your investments to weather economic storms.
Transferring wealth to the next generation is one of the most important financial decisions you will make in your lifetime. The assets you have carefully built over the years – whether they are property, investments, savings or sentimental items – are a testament to your hard work and dedication. Naturally, you will want to ensure that these assets are preserved, safeguarded and transferred in a manner that benefits your loved ones or chosen beneficiaries.
Retirement marks one of life’s most significant milestones, offering the chance to enjoy the rewards of years of hard work. However, ensuring these years are comfortable and secure depends on having a well-organised financial plan. Understanding how to manage your finances during this phase is crucial for maintaining your lifestyle and peace of mind.
Investing can feel overwhelming, especially if you are just starting to explore your options. The world of stocks, funds and investment portfolios may seem like a maze of jargon and complexity, but don’t worry. With our professional guidance and a solid grasp of the basics, you can take control of your financial future and confidently make decisions.
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