Tag Archives: Discipline

Investment Market Review

Managing Your Financial Settlement

After logging strong returns in 2017, global equity markets delivered negative returns in British pound terms in 2018. The fourth quarter equity market decline has many investors wondering how equities may perform in the near term. Equity market declines of 10% have occurred numerous times in the past. The S&P 500 returned –11.5% in the […]

What Difference Will the New President Make to My Investments?

Donald Trump has won one of the most acrimonious presidential elections battles in recent US history. He will become the most powerful man on the planet and the leader of the world’s largest economy. You might think, therefore, that the outcome of the election will lead to some big shifts in our investment strategy, but […]

Long-Term Perspective on Short-Term Volatility

World Market Performance

Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum, and it caused a flurry of activity across world markets. Short-term volatility can make investing in shares uncomfortable, but that discomfort comes with the territory and it’s important to keep it in perspective. We manage your […]

Your Secret Weapon: Discipline

Working with markets, understanding risk and return, diversifying and portfolio structure—we’ve heard the lessons of sound investing over and over. But so often the most important factor between success and failure is ourselves. The current rocky period in financial markets has brought to the surface some familiar emotions for many, including a strong urge to […]