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 […]
Tag Archives | investment
A good move always not just in 2016 because bonds are a core element in the assets held under the Defensive element of a broad-based asset allocation. In portfolios without a Defensive element, there probably will not be any bonds. When income is required, bonds provide a reliable source.
That is the right question with the wrong attitude. We are studying the successful managers of yesteryear, with a glance at their modern counterparts.
Successful Investors – What do they look like?
These are investors who take a long-term view. One of Warren Buffett’s noted quotations is: “Only buy something that you’d be perfectly happy to hold if the market shut down for ten years”. Contrast that with the investment advisers and private investors who sold property and equity funds immediately following the Brexit vote.
The personal financial pages have recently contained more warnings than usual of a stock market bubble and the crash that will follow its bursting. The concerns were not restricted to the London stock market but were worldwide. The London Stock Exchange (LSE) is no longer suffering from a Brexit headache. Project Fear has been shown to be an illusion and we do not yet know what will follow Article 50.
That quotation is taken from a presentation to a conference of financial advisers in 1979 in the USA. That was then regarded as a sensible, cautious and realistic response when planning return on investment. In the UK in 1979 inflation was recorded as 13.4% and the bank base rate ranged between 12% and 17%. Similar […]
I suppose I might be seen as rather boring but so often it seems necessary that I say: “stay in the mainstream, it’s safer.” This post is based on a report in The Sunday Times in June 2016. It is the story of Mr B who seems to be about to lose his life savings. […]
It highlighted for me the worst nightmare for any pensioner – a cash shortfall
For so many private investors ‘volatility’ is a dirty word because the fluctuation of prices conjures up ideas of uncertainty and risk. In contrast, cash is held to be ‘safe’ because the price does not change constantly but it is cash that loses a little value almost every day because of the effect of inflation.
On 23 June 2016 UK voters will respond to a referendum with a simple ‘Yes’ or ‘No’ vote in order to answer the question “Should the United Kingdom remain a member of the European Union?”. Advocates of both camps argue that the future of the country can only be secured by voting for their proposition. […]
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I would like to thank Susie and the team at Raymond James for taking the stress and worry from making money. If only I had known them sooner. For over six years I have invested our money with Raymond James and through many ups and downs it still grows and grows and we know that our money is in safe hands.
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I've known Robert and Susie for several years now. They are professional, friendly and expert in what they do. Their attention to detail and customer care is second to none and they care as much about small investments as large ones. They gave me great advice about making an investment for my godson, so I'm sure when he reaches 18 he will be very happy I talked to Raymond James Investment Services. They really are 'a safe pair of hands in a volatile world'
Having been clients of Robert and Susie Bewell for approximately 20 years we are very satisfied with their advice and the service provided. The 6 monthly review meetings give us the opportunity to discuss the way forward with them.
I met with Raymond James last week and was very impressed with his advice, manner and easy to talk to approach. I felt at ease and able to ask any question (without feeling foolish) and felt his sound approach to finance and the useful tools he gave me in order to help me make decisions were very helpful. I would recommend people visit him for financial advice
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I have used Raymond James Investment Services for more than 10 years and have always found Robert and Susie Bewell to be extremely sound and trustworthy. I would certainly recommend Raymond James to others seeking investment and financial advice.
As long standing clients of the Hitchin Office, we have received professional advice and attention at regular reviews of our portfolio. Including British, European and global trends. Advisers and staff are always attentive to our personal wishes and are all knowledgeable, available and helpful. Full marks!
Raymond James are people you can trust your money with - unusual these days I know. Both Susie and Robert have a huge amount of experience and having known them both for a number of years now feel confident in recommending them to anyone who wants to get more from their investments - really nice people too.Gina W February 2010
Keith and I went to see Susie at Raymond James Investment Services as we had some money that had been left to our children. We had put the money in a children’s bond for 5 years and then the market flopped and we made no money on it! Susie was able to give us some ideas on how we might best invest the money so the children can (hopefully) have something when they are older! It was great to be able to speak to someone 'normal'! No jargon, easily understandable and no hassle whatsoever! We are now looking at taking out our premium bonds which we get no return on and investing them through Raymond James. Great service!Keith and Louise Y February 2010
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