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LEXO NEWS

Investing

Investing during times of extreme uncertainty

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance.

Economic News

Should I be changing my portfolio considering the news?

Is rising inflation and Russia’s invasion a negative for equity investors? Do large losses in a handful of popular stocks signal a downturn ahead for the broad market?

Inside Lexo

Read Warren’s interview with financial planning social media site – Octo

Warren was recently interviewed for Octo.  Octo is a private networking website specifically for financial services professionals. Check out the full interview.

Investing

The secret to winning the investment game!

Can there be a secret to winning the game of investing? Why is it that some people have a positive experience when they invest, and others don’t? Surely the underlying market, the stock market, is the same for both investors?

Retirement

Minimum Pension Age Changes

The shifting state pension age has brought about a wave of confusion and frustration among those nearing retirement. What are the recent changes to the state pension age, and how will they affect you in the coming years?

Economic News

Government debt crosses the £2,000,000,000,000 barrier

Yes, you did count correctly – there are twelve zeroes after the two. Another month of Government borrowing above £20bn has pushed total Government debt over the £2tn level for the first time.

Economic News

S&P 500 at a record high – so should we party like it’s 1999?

Tuesday’s peaks for the S&P 500 and NASDAQ prompted a number of comments from those who remember the technology boom of 1999. However, this time around the technology companies in focus are making money, not burning it.

Investing

LISA exit penalty temporarily cut

The Treasury announced that it would legislate to reduce the penalty to 20% between 6 March 2020 and 5 April 2021 (inclusive). The timing means that anyone who has cashed in since 6 March 2020 is due a refund.

Handy Guides

Portfolio Rebalancing

The asset allocation of a portfolio is designed to meet an appropriate risk profile of an investor. Rebalancing a portfolio is the process of bringing the current asset allocation back into line with the original or intended asset allocation.

Economic News

Market Volatility and Covid-19

Most likely you would have heard in the news that the world stock markets have retraced some of their growth. What they did not tell you is that in the preceding months, trillions of dollars were added, unfortunately the media tends to spread fear, but you don’t need to accept it.

Economic News

Inheritance tax planning ahead of the Budget

There is a real concern that the inheritance tax rules may be due for a change. A couple of recent reports give an outline of the areas that may receive attention.

Retirement

Rumours of pension tax relief cuts are not going away

In the run up to most Budgets it is common to hear rumours suggesting some form of cut to pensions tax relief, however, this year it seems more likely than usual. Discover how to maximise higher rate relief before the tax year end.