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The World In A Week – Groundhog Day. Again.

It was another week that Phil Connors would have been familiar with, being the reluctant hero portrayed by Bill Murray in Groundhog Day and ironically the title of our Monday update five weeks ago. We all recognise the merry-go-round of geopolitical risks that currently dog the markets and last week we got another episode of…

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The World in A Week – Silence is Golden

You wouldn’t be mistaken if you heard tumbleweed last week, with little news of note; even the Trump twitter feed was silent, leading in to what was an incredibly quiet week. It was President’s Day on Monday which meant US equity and bond markets were closed. The FOMC meeting took place mid-week with members of…

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The World in A week – Jeans On

Last Wednesday the US Securities and Exchange Commission (SEC) received an Initial Public Offering (IPO) filing from Levi Strauss & Co, the US clothing manufacturer, to re-list on the New York Stock Exchange (NYSE). The 145 year old firm first went public in 1971 and in 1985 the Strauss family effected a Leveraged-Buy-Out to take…

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How long could you survive without your income?

If your income were to suddenly stop, how long would you be able to continue your lifestyle, how long would your savings last for? It’s not something anyone wants to think about, but the truth is, people lose their income every day, ranging from illness, being involved in an accident to facing redundancy. Understanding how…

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Are your cash savings delivering the best returns?

From a young age, we’re told to save for a rainy day to achieve our future goals, be it retiring early, buying a property or travelling. But, while we’re told to save, rarely do we talk about the importance of interest rates as part of growing your savings. When putting money away, we want it…

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The World In A Week – Central Bankers Pause for Thought

This week global markets started to recover from an agitated final quarter of 2018 by inching upwards. The MSCI All Country World Index posted a gain (+1.14%), primarily led by the United States’ stock markets which also recorded a gain (+1.88% as measured by MSCI USA). A similar picture was also reflected in equity returns…

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  • We have been clients' for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

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  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

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