Posted on January 9, 2015 by admin - Investment, News, Wealth Creation
When putting together an investment portfolio there are a number of asset classes, or types of investments, that can be combined in different ways. The starting point is cash – and the aim of employing the other asset classes is to achieve a better return than could be achieved by leaving all of the investment on deposit. (more…)
Posted on January 9, 2015 by admin - News, Wealth Creation
One of the principal tenets of spreading risk in your portfolio is to diversify your investments. Diversification is the process of investing in areas that have little or no relation to each other. (more…)
Posted on January 9, 2015 by admin - Investment, News, Wealth Creation
The first step to building wealth starts with a disciplined decision to pay yourself first, then compounds with a disciplined investment approach. (more…)
Posted on October 31, 2014 by admin - Investment, News
We all look forward to stopping work, embarking on a new path and making the most of our new-found freedom. But with all the talk and concern about dwindling retirement funds and our shaky economy, many retirees and soon-to-be-retired boomers need to consider three very important questions, sooner rather than later. (more…)
Posted on October 31, 2014 by admin - News, Retirement
Inheritance Tax (IHT) in the UK is a subject that was once something that only affected very wealthy people. It may be one of life’s unpleasant facts but today it affects more people than ever, partly due to the rise in the property market that has not been matched by a corresponding rise in the IHT threshold. (more…)
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