Monthly Archives: September 2013

Taking a long-term view

Remember your reasons for investing in the first place

Stockmarkets can be unpredictable. They move frequently – and sometimes sharply – in both directions. It is important to take a long-term view (typically ten years or more) and remember your reasons for investing in the first place.

Asset allocation

Risk is an implicit aspect to investing

If you are going to invest you need to be prepared to take some calculated risk in the hope of greater reward. Risk is an implicit aspect to investing, shares can fall, economic conditions can change and companies can experience varying trading fortunes.

Investment diversification

Protecting your money from adverse market conditions

Todayís markets are as uncertain as ever. But there is one certainty ñ the future is coming. It may no longer be enough to simply preserve what you have today; you also have to build what you will need for tomorrow. When deciding whether to invest, it is important that any investment vehicle matches your feelings and preferences in relation to investment risk and return.

Surviving investment volatility

Resisting the temptation to make short-term adjustments

Some investors may have had a roller-coaster ride in recent years. A market fall can happen at any time. In years past, theyíve been triggered by natural disasters, oil price spikes, wars, bank collapses ñ and now thereís the eurozone debt crisis. The reality is that market swings happen often, and when they do, it can be unsettling for many investors.

Developing an investment strategy

What do you want to achieve from your investments?

Whatever your needs, we can help. You may wish to entrust the entire wealth management process to us, or make the investment decisions yourself and still leverage our extensive services and expertise.