Is your bank helping or hindering your savings and investments?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore whether your bank account is really working for you. In this episode, they dive into smart ways to manage your cash, how to shield it from inflation and devaluation, and discuss alternative strategies that could help your money […]
Monthly markets review – April 2025
April 2025 was marked by a surge in market volatility driven by US tariffs actions, with global equities under pressure, bond markets swinging sharply, and gold hitting record highs.
Active vs. passive investing: Why there is a place for both types of investing in your portfolio
This article explains why active and passive approaches can complement each other to create an effective investment portfolio.
Monthly markets review – March 2025
In March 2025, global financial markets faced significant volatility, primarily due to escalating trade tensions and anticipated tariff implementations by the United States.
The advantages of investing for income during retirement
Income-focused investing can shield savers from market risks in retirement, while generating a consistent cash flow to live off.
Is your bank helping or hindering your savings and investments?
UK customers can stay loyal to their main bank for many years – if not decades. But banks aren’t always putting you and your hard-earned money first.
Trump’s tariff threats also hurt his own country
European equities have performed much better than US equities since the beginning of the year. At the same time, US Treasury yields have fallen. It is quite possible that the US will also harm its own economy with its tariff policy.
Monthly markets review – February 2025
US stocks fell in February, while European shares outperformed. Bond yields fell (meaning prices rose) amid signs of rising risks to growth.
Minimise your tax liabilities by applying these simple end-of-tax-year tips
Many savers are facing a heavier tax load, in light of recent tax changes. This makes it more important than ever to make full use of existing tax shelters, such as pensions and ISAs, before the 5 April.
Monthly markets review – January 2025
It was a strong start to 2025 for investors, with both equities and bonds broadly delivering positive returns.
