We are experiencing unprecedented uncertainty in the political system with the elections on 12 November, which for some will be a scary announcement on Friday 13th. Does all of this, and who sits in Number 10, affect your investment strategy? If it does, do you need to rethink your plans ahead of the election?
If you want to open a Help to Buy ISA, you will need to be quick because the Help to Buy ISA is due to close to new customers on 30th November. However, don’t despair the successor to it, the Lifetime ISA, often referred to as the LISA is just as good. So, what’s the difference between these two ISAs?
Before I became a financial planner, investing was all about making money and buying a ‘hot stock’, 25 years later, I reflect on my naivety and appreciate how others may also be thinking this and asking themselves what is the right way to invest?
A defined benefit pension is the gold standard of pensions, the scheme promises you a guaranteed income at your agreed retirement age for the rest of your life, the amount of income you receive will rise in line with inflation and the amount you receive is based on the number of years you were a member of the scheme and your pensionable salary.
Many investors take a global perspective when building portfolios to achieve their investment goals. With the potential benefits of an expanded opportunity set and increased diversification comes exposure to foreign currencies. This article looks at the impact of currency movements on global equity and fixed income portfolios as well as the merits of hedging.
Mutual funds have many costs, all of which affect the net return to investors. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Some of these costs are easily observed, while others are more difficult to assess.
The FTSE 100 ended the year down 12.5%, its worst performance in 10 years. Few sectors or, for that matter, global markets, avoided a decline.
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