Tag Archives: Equity Market

Markets do go down as well as up

Markets fell in 2018 – but keep this in perspective 2018 may have been a disappointing year for equities, but it shouldn’t have been a surprise December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really […]

Here’s the Prescription

As much as I value the unfettered access to information the internet provides, I recognise the potential harm that too much information can cause. Take, for example, a friend of mine, who was experiencing some troubling medical symptoms. Typing her symptoms into a search engine led to an evening of research and mounting consternation. By […]

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 […]

Is past performance a guide to future results?

One of the biggest challenges I faced during the early years of my career as a financial planner, prior to establishing Wealthflow LLP in 2007, was finding an investment proposition to complement a long-term, strategic approach to financial planning. Too often, I found myself apologising to clients when their investments did not meet our – […]