Feb-22 Count Model Portfolio Changes

Feb-2022 Count Model Portfolio Change Reports The change reports provide details of recent portfolio changes including the rationale for decisions. FirstChoice Managed Account 2022 0214 Change Report – FirstChoice Managed Account Portfolios – Core Wrap Models – Accumulation 2022 0214 Change Report – Wrap Model Portfolios – Accumulation Wrap Models – Income 2022 0214 ChangeRead more…

Feb-22 Morningstar SMA Trade Update

Despite a bumpy start to the year for investment markets, I’m pleased to report that your portfolio has held up well. Much of this has to do with your energy investments, with energy shares up a massive 19% so far in 2022 (and that’s off the back of a great 2021). Now, following this periodRead more…

Feb-22 Russell Investments SMA Trade Update

This is an update on the recent market volatility and changes made to the portfolios during the February 2022 rebalance. Market update It’s been a volatile start to the year for financial markets (but not too surprising nor out of line with history or our own expectations) with changing and rising expectations of interest rateRead more…

Now&Next – Autumn 2022

Click here: Now-Next-Autumn-2022 In this edition, we have three articles, looking at: Six wellness habits for every age Feeling tired and stressed? You’re not alone. We’ve lived with a lot of uncertainty and pressure lately. COVID-19 has messed up our daily routines and we’ve had to adjust to new demands. So, when life gets complicated,Read more…

Life Insurance Tax Deductions

Life insurance is something you should consider when it comes to protecting you and your family. It gives you peace of mind knowing your family will be looked after if something happens to you. Putting together a solid life insurance plan requires a basic understanding of the tax implications for different life insurances. It’s importantRead more…

Getting Your Finances Back On Track

Financial setbacks are often triggered by an unexpected event such as injury, loss of employment, large unplanned expenses, and wrong investment decisions. When financial setbacks accumulate, it can become emotionally overwhelming and highly stressful. It is important to get your finances back on track as quickly as possible. Avoiding the situation will only escalate theRead more…

Wealth Accumulation for Millennials

Compared to previous generations, millennials have less accumulated wealth. This generation on average spend longer in education and carry higher student debt. An unstable economy and global financial instability bring on employment challenges. Combined with unaffordable housing and the changing nature of work, wealth accumulation for millennials will become increasingly difficult. More than ever before,Read more…

Money Saving Tips for Planning Your Travels

Holidays give you the chance to take a break from daily life and explore this wonderful world around us. Planning ahead and saving regularly lets you experience travel more often. If you are worried about your credit card balance when you are on holidays, it can spoil your trip – and then you have aRead more…

Business Insurances – Saving Your Business When You Can’t Work

As a business owner, you insure your premises, vehicles, and products yet you may overlook insurance for yourself, your business partner and key staff against injuries, illness, and death. Have you ever thought about how your business would cope without you? How would you cope without income protection? What would happen to your business if youRead more…