Monthly Archives: March 2014

Generating market-beating returns

Posted on March 3, 2014 by - Investment, News

How much risk are you willing to take?

It is impossible for an active manager to always outperform the market, but through the process of stock selection, active management introduces the potential of generating market-beating returns. (more…)

Do you have enough money to retire comfortably?

Posted on March 3, 2014 by - Retirement, Wealth Creation

New data shows consumer confidence improving but worry is still strife
Data recently released by Aviva shows that over half (55%) of UK consumers worry that they will not have enough money to provide an adequate standard of living when they retire, with 18% of consumers saying they do not hold any form of savings or long-term investment products. Almost the same proportion of consumers (49%) think they will have to work beyond the normal retirement age. (more…)

Tax attack

Posted on March 3, 2014 by - Investment, Protection, Wealth Creation

Legitimate planning could save you money by reducing a potential tax bill
With tax increases the prospect for the foreseeable future, it is essential that you make the most of every available tax relief. Using the tax breaks available to you also makes good financial sense. (more…)

Investor outlook

Posted on March 3, 2014 by - Investment

Tentative signs of economic growth
Tentative signs of economic growth, receding risks, plentiful nearly free liquidity and financial markets on fire – what was not to like about the investment landscape at the end of 2013? It is tempting to believe that what happened ‘yesterday’ will happen again ‘tomorrow’ (especially if momentum has been paying off, as it did in 2013). So what is the potential outlook for investors this year? (more…)