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Three things to know about sustainable investment

Do you plan to grow your investment portfolio this year? Will ethics factor into the decision? More investors are choosing to invest sustainably and ethically but doing so can seem complex. Before you start moving your money there are three key points to consider. Sustainable investment has grown in popularity. It’s about not only investing…

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Pension cold calling ban: What does it mean for scams?

The long-awaited ban on pension cold calling came into effect on the 9th January 2019. In a bid to protect pensioners being targeted by fraudsters, the ban has now been approved into law. It’s a move that should help the Financial Conduct Authority (FCA) and other organisations reduce pension fraud. Previous figures released by the…

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Beaufort Analysis No. 313 – Are the banks in good health?

Last week the biggest US banks reported solid fourth quarter earnings with most improving on the third quarter and beating analysts’ expectations too. This resulted in both Goldman Sachs and Bank of America’s shares jumping by 9% and 7% respectively on Wednesday. Citigroup’s shares climbed 4% on Monday, Morgan Stanley increased 1% on Thursday and…

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Beaufort Analysis No. 311 – Which Direction?

When markets closed for the year last Monday, most investors would have been pleased to see the back of 2018, well, the latter part of it anyway. In their worst performances since the financial crisis in 2008, the FTSE 100 index fell 12.5%, the Dow Jones fell 5.6% and the S&P 500 was down 6.2%;…

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How does cashflow modelling help you?

Financial planning can be filled with jargon and difficult to understand how it helps or the value it adds to your plans. Despite the confusion, one of the valuable tools we use is cashflow modelling. It’s a strategy that offers plenty of benefits to clients, as well as building some useful clarity around the areas…

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