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 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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Coronavirus Update – 27th March 2020

Coronavirus Update – 27th March 2020

Please see click the YouTube link below for our latest video update. YouTube: Click for the latest update  Overall a pleasing week for investment markets, we saw how markets have reacted positively when Governments intervened with huge amounts of stimulus. In the real world we live in, an absolute crazy week with the vast majority of the population on lockdown. It genuinely is like something from a science fiction movie! We are far from over this crisis but I think most experts would agree the...

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Coronavirus Update – 20th March 2020

Coronavirus Update – 20th March 2020

We have put together another video presentation giving an update on our thoughts as to what is happening in the world of investments right now. YouTube: Click this link for the latest video As you will see the video proved tricky to edit and there are few pauses when we change through the sections of it, however please forgive us as last week when we did the first one we have 14 members of staff in the office, today there was only four of us there as everyone else was working from home! The...

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Coronavirus Update – 13th March 2020

Coronavirus Update – 13th March 2020

The World Health Organisation declared the global outbreak of coronavirus a pandemic this week causing uncertainty around the world not only in terms of how investment markets have responded but also on a human level. We know that, naturally, you will be feeling very fearful of current events and media reporting on the matter has fuelled a lot of the panic. We have continued to monitor the situation closely and have been keeping in touch with investment experts frequently and whilst no one can...

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Wealth of Advice blog: Why communication and the personal touch are key…

Wealth of Advice blog: Why communication and the personal touch are key…

Every year we invite our clients to come together to learn more about market trends, investment fluctuations and, most importantly, how their own financial assets are performing. Why do we do this? Well, firstly, we know you appreciate this open approach – our annual seminar complements the personal updates we provide to everyone throughout the year, and gives you a chance to hear from the Wealth of Advice team about what we’re doing to make you wealthier. It’s also an opportunity for you to...

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