THERE ARE MANY WAYS TO INVEST AND DIFFERENT TYPES OF INVESTMENTS. BUT WHEN LOOKING TO BUILD AN APPROPRIATE DIVERSIFIED PORTFOLIO, INVESTORS HAVE A NUMBER OF DIFFERENT CHARACTERISTICS TO EVALUATE. FOR EXAMPLE, IS THE INVESTMENT DESIGNED TO PROVIDE GROWTH OR INCOME? IS IT DOMESTIC OR INTERNATIONAL? DOES IT HAVE A MATURITY? ANOTHER CONSIDERATION IS WHETHER THE INVESTMENT IS ACTIVELY OR PASSIVELY [...]
Investing is not just about what you know but also who you are. The key to successful investing isn’t predicting the future – it’s learning from the past and understanding the present. Investing offers potential to grow our money, reach our goals and live the life we want. Regardless of the market conditions at the moment, [...]
With New Year fast approaching, now is a good time to take a look at your investment portfolio and maybe even consider making some changes. Carrying out regular portfolio reviews is crucial when considering the suitability of your investments and ensuring that any changes in your attitude to risk are accurately reflected. Over time, your [...]
It’s never too early to start planning for your future so why not have a think about your long term financial goals and make wealth management a priority as early as you can in your life. Looking after your money is an important part of life – something you can’t shy away from. Even though [...]
None of us like to take risks with our savings, but the reality is that there’s no such thing as a ‘no-risk’ investment. You’re always taking on some risk when you invest, but the amount varies between different types of investment. If you understand the risks associated with investing and you know how much risk [...]
The key to successful investing is to maintain a good balance between risk and return. To maintain this balance, an investor should never put all their eggs in one basket. Instead, they should share their eggs out into a number of different baskets, which is referred to as ‘asset allocation’. These ‘baskets’ will be made [...]
When seeking the advice of a financial adviser it’s not uncommon to want to buff up on your knowledge of the main products that are used in order for you to feel more in control of making your decision.
Deciding if you would prefer your investment ‘actively’ or ‘passively’ managed is an important consideration and a useful step towards narrowing your choice of funds to invest in.
Following last's weeks blog post, we'll be sharing our final five foundation stones to complete the solid base to any investment programme, ultimately helping you to grow your money to enable you to reach your final goal.