Tag Archives | Risk

Does your risk match your investment objective?

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”?

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It’s your life. How much income will be comfortable?

Not many weeks pass without a ‘financial expert’ telling us we will run out of money before we die. Is it really reasonable to imply that the rest of us have just mush between our ears? I am certain that few people plan to run out of money before they die but, planning can go […]

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Risk, how do you define it?

Risk, an investment topic about which much rubbish is spoken and written. In part this is because there are no agreed definitions. Your ‘Balanced’ risk may or may not be the same as my ‘Balanced’ risk but as there are no comparable criteria, we can never know.

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Portfolio 2016

It is our normal practice to review our investment process early in each new year. We review the past year and take account of lessons learned and of changes in the economic and political circumstances in which client capital is invested. Our aim is to put the investment portfolios in the best position to produce […]

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