Goldilocks economy

Posted on July 5, 2019 by - Uncategorized

How to prepare your portfolio for inflation

Very low or very high inflation is damaging to the economy. The aim is usually to try and keep the Consumer Prices Index (CPI) at 2% in order to maintain a ‘Goldilocks Economy’ – not too hot, not too cold.

(more…)

Choppy waters, not full-on gale

Posted on July 5, 2019 by - Uncategorized

Wait for the bad weather to pass and stay the course

Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news may sound as though it will never end. This can spark anxiety, fuel uncertainty and trigger radical decisions in even the most seasoned investors.

(more…)

Retirement longevity

Posted on July 5, 2019 by - Uncategorized

Your destiny is now in your own hands

If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?

(more…)

Taxing times

Posted on July 5, 2019 by - Uncategorized

‘Top 5’ list of planning areas

Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our ‘Top 5’ list of planning areas to consider before 5 April 2020, the end of the 2019/20 tax year. The rates given are correct for the 2019/20 tax year.

(more…)