“To retire is to expire” was, apparently, the warning given to Donald Trump by his father. I don’t intend to expire but after 33 years as an advisor and, in the cliché, being ’80 years young’ it is time to go.
About Robert BewellRetired Branch Principal & Wealth Manager - Raymond James, Hitchin. Robert has a positive view on risk management and volatility and an enthusiasm for both fundamental and technical analysis. Robert retired in 2016 after more than 30 years in the financial industry. He co-founded the Raymond James, Hitchin office with his daughter Susie, who is now joint branch principal with Faye Silver. Robert lives in Letchworth with his wife Jane and enjoys the company of his daughters and grandchildren.
Author Archive | Robert Bewell
Looking for the Santa Rally?
It’s there, it’s true and it’s for traders, not investors. The Santa Rally is defined as “the surge in stock market prices that has often occurred in the week before Christmas (positive in six of the past seven years) or the week between Christmas and the New Year (negative in four of the seven years).”
What is your defined investment objective? Is it like, “I want to grow £150,000 into £300,000 plus inflation over the next 10 years”, or are you happy with “I want a good return”?
Don’t you remember with affection those happy days in the late 80s and early 90s when many gilts were trading at substantial discounts to par with yields often in double figures?
Introduction Inflation is defined as “a sustained increase in the general price level in an economy”. It means that your money will not buy as much tomorrow as it could today. Your Granny will tell you prices rose all the time. The average rate of inflation in 1980 was 18.0% so that on average prices […]
Jeremy Paxman speaking in 2016 after retiring from BBC Newsnight, “my greatest discovery over the past year or so is that news doesn’t matter very much”. More important is what the individuals and organisations who invest money actually believe. Wrong-headed they may often be but their responses to events are generally much less volatile than […]
With a purple passage or two, Erin Baker, who is Managing Director of Cars at Telegraph Media Group and a true petrol-head, lauds the success of the British motor industry. Her message is “Ignore the Brexit doom-mongers, British-built cars have never been so popular and Europe knows it”. There is much beyond the statistics of car production.
Examples of identity theft and online fraud feature regularly in the news online and on paper. More than 30 million sets of personal data were stolen when the adultery site, Ashley Madison, was hacked last year. A security breach at LinkedIn has been reported as releasing around 164 million sets of personal data.
A commentator recently suggested that the concept of ‘buyer beware’ under which the risk of a purchase is borne by the buyer and not the seller should be suspended for financial services because of the seemingly infinite complications of financial products and services.
As you might expect, I look back at the past month and year-to-date but I give more space to looking forward over the next month and more. Project Fear is now yesterday’s story and the threatened calamities (it would be wrong to call them forecasts) have been overtaken by positive events. Nonetheless, the road to […]
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Keith and I went to see Susie at Raymond James Investment Services ...Keith and Louise Y February 2010
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