Our Views on the Markets and the Economy

Getting the right advice at the right time is beneficial in all walks of life. Gaining appropriate direction for your finances gives you the opportunity to avoid making costly mistakes, and the impartial reassurance you are on the right track. But when should you seek advice?



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An overall financial plan is the bedrock of any successful long-term personal savings and investment strategy. It will help to ensure you are matching your savings – and where appropriate, investments – to your future needs so that you can meet all of your goals.



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Generating a reliable income is crucial for many investors. However, the crisis has made it even more difficult to focus on an effective strategy, and avoid the many dangers – such as striving for yield at all costs – which could affect your long-term income.



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Many of us want to pass our wealth on to the next generation. But what do we need to consider to do this effectively – to maximise the benefits for our families while managing the balance between tax efficiency and control?

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Q&A on the Chancellor’s Summer Statement

Since the beginning of the Covid-19 pandemic the health crisis has occupied centre-stage in Government policy. Now, following the Prime Minister’s speech last week in Dudley and the Chancellor’s Summer Statement today in the House of Commons, addressing the economic crisis and ensuring recovery has moved alongside the health crisis to the fore of Government policy.

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When there is a crisis it is natural to think about what you should change to ensure your financial future is on track. You should also consider what should stay the same.

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When markets are this volatile it is troubling, and when events are out of your control it is frustrating. Yet while you have no say in market performance, inflation or how long you may live, the factors you can influence when you invest could make a meaningful difference over the long term.

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Putting Market Movements Into Context

When world markets display worrying volatility, investors need to feel reassured that their long-term goals are on track. At Netwealth, we give clients the tools to see how short-term performance can be viewed in context with previous events to allow them to make informed decisions about their investments – which for most will result in taking no action at all.

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When Should You Change Your Risk Level?

When we think about investing it is useful to think about it in terms of risk – how much we should take, and how much can we afford to take to reach our goals. Therefore, it is relevant to ask, how actively should we change our risk level to respond to events or economic news?

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How to Move from Cash to Being Invested

If you have sold a business or property, inherited money, or accrued a pot over time you may be sitting on a reasonable sum of cash. You may hold that money in savings for varied reasons – preferring the implied safety, or you could be concerned about markets and haven’t found the right opportunity to invest or get back in.

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