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Categories
Business Finance, Financial Planning, Investment
The day the market falls is the day your phone suddenly thinks it's a newsroom. Every headline wants a gasp, and every ‘pundit’ wants you to believe this time is different. My Director of Investment and I know from all our years of this experience - it rarely is.
The Attacks on Iran and Their Impact on the Economy
By Worldwide Financial Planning
Categories
Financial Planning, Investment
The attacks on Iran are being sold as a moment that “changes everything”, and maybe a justification for war. The economic story is simpler. It is mainly about the price of energy, and a bit about the cost of moving goods around the world.
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Posted
Annual Review Due and You Are Being Sold Numbers?
By Worldwide Financial Planning
Categories
Financial Planning, Investment
Stay with it until the end to understand the mistakes which are easily made when choosing what funds you are invested into, and recognising you are being told that you are in the wrong fund, pushing you into a fund at a high, or taking you out at the low.
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Posted
How Do I Decide Which Funds Should Be in My ISAs and Pensions
By Worldwide Financial Planning
Categories
Financial Planning, Pension
Readers of this column over the last 27 years will know of my deep concern of how customers are loaded unerringly into the wrong funds at the wrong time. We buy a pension and think, great, that’s a boring subject out of the way and it's ‘filed’ into the cupboard with the heating manual.
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Posted
Business Partnership Succession
By Worldwide Financial Planning
Categories
Financial Planning
When there is a death in a business you discover that a partnership can be profitable, busy and well-run, but still be dangerously fragile.
