Wealth of Advice Blog

Read the latest articles and news stories written by, or about, the Wealth of Advice team…

 

Wealth of Advice : Market Update 6th June 2020

Wealth of Advice : Market Update 6th June 2020

Another positive week for investment markets and funds, even if the news we see every day doesn’t look positive at all. Please see below our latest update; YouTube Link  Please do not hesitate to get in touch if you have any questions or need anything from us.

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Wealth of Advice: Market Update 30th May 2020

Wealth of Advice: Market Update 30th May 2020

Lockdown rules are being relaxed again on Monday, the sun is shining and the markets have been positive during May, so hopefully things continue to improve from here. Please see below our latest update: YouTube Link  Please do not hesitate to get in touch if you have any questions or need anything from us.  

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Wealth of Advice: Market Update 23rd May 2020

Wealth of Advice: Market Update 23rd May 2020

A positive week overall for markets and clients investments, hopefully we can look forward to many more as we get to grips with tackling this virus and emerge from lockdown: YouTube Link  Hope you are all keeping ok and enjoy the Bank Holiday weekend as much as is possible during these lockdown times we live through.    

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Wealth of Advice: Market Update 16th May 2020

Wealth of Advice: Market Update 16th May 2020

Hope you are all keeping well and are starting to enjoy life a little bit more as we start to see the effects of the initial relaxation of lockdown measures. Hope you enjoy this week’s update and continue to find these useful; YouTube Link   Contactless meetings at Swale House On another note, we have re-opened the office to clients who need to come in during these times and have taken measures to keep everyone in a safe environment, please watch this link to see how we have set this up...

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Wealth of Advice: Market Update 9th May 2020

Wealth of Advice: Market Update 9th May 2020

Sorry for the slight delay in getting this across to you, thanks to Janice Robinson, now a “client” she previously worked with me from 2005 until retiring last year, for keep pestering me to get this recorded today. Hopefully the video sound and quality is better now as we have switched to using Zoom to record this. The previous software was lagging behind on the slides to my voice. Another week passes and hopefully we are another week closer to things returning to a kind of normal; YouTube...

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Coronavirus Update – 1st May 2020

Coronavirus Update – 1st May 2020

It's that time of the week again, hope you are finding these useful, here is the link for this week's update: YouTube Link  If you do have any questions or queries about this weeks content,  please do not hesitate to get in touch. Social Distancing in the Wealth of Advice offices  In anticipation of us coming out of lockdown in the not too distant future, we have made some alterations to our office to make it safe for both clients and staff to hopefully operate in as normal a way as we...

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Coronavirus Update – 24th April 2020

Coronavirus Update – 24th April 2020

Hope you are all healthy and coping well during this lockdown period. Please see the link below for our latest weekly update : YouTube Link If you would like to send us any questions to be answered on next weeks update either by myself or any of the fund managers we use, please can you send some over.

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Coronavirus Update – 17th April 2020

Coronavirus Update – 17th April 2020

Please see the link below for our latest weekly update: YouTube Link  Another short week for markets which was again a positive one with most market indices rising over the last 4 days, another 3 weeks of lockdown confirmed for the UK. So please stay safe and hopefully the end of this unprecedented period of our lives will soon be over.

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Coronavirus Update – 9th April 2020

Coronavirus Update – 9th April 2020

Please see the link below for our latest weekly update for you; YouTube Link This short week for markets has been a positive one with most market indices rising over the last 4 days which is probably surprising to most people given some of the things we have seen or read in the news this week. When we held our client seminar at the Ramside in February we had a professional photographer / videographer there to record the day and we also took this opportunity to interview several clients about...

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Coronavirus Update – 3rd April 2020

Coronavirus Update – 3rd April 2020

Please see click the YouTube link below for our latest video update. YouTube: Click for the latest update  Not a great week but certainly not a terrible one as most funds held their own or saw only small falls. It would have been quite surprising if we had two consecutive weeks with high returns given that we aren’t over the worst of this Virus yet. Overall we are pleased with the response from Central Banks and governments around the world in how they intend to solve the Economic situation we...

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