knowledge centre

The latest financial news and thought pieces from the team.

Staying invested, but where? The importance of diversification.

Staying invested, but where? The importance of diversification.

In our previous blog we discussed moving to cash and why inflation and market timing are two good reasons why that’s probably not such a good idea. In this blog, we look at diversification, which is a natural supplementary question when an investor is told to stay invested. In other words, I will stay invested but where should I be invested?

It’s a marathon, not a sprint.

It’s a marathon, not a sprint.

With so much uncertainty, many investors want to know whether they should come out of the ‘market’ and head for the cover of cash or stay put. In this blog we focus on two primary reasons why investors should stay where they are; inflation and market timing.

Timeless principles of financial planning.

Timeless principles of financial planning.

The global pandemic and impact on financial markets is without precedent, but events are factored into the financial plans of our clients so they don’t need to change anything right now. This might seem counterintuitive. How can something unprecedented be factored into a plan? Our approach to financial planning explains this paradox.

When the dust settles.

When the dust settles.

The pandemic is now a truly global challenge with almost every corner of the globe impacted in some way. Whether you have a financial plan or not, if you have questions about the markets and the impact the pandemic has and might have on your investments in the future, you can talk to us.