Financial Planning in your 40’s

Finances play a critical role in life throughout.  Many decisions are dictated by the state of our finances, so having good financial planning is one of the most effective tools in achieving the life that you truly want. As we go through life our lifestyles and priorities shift and so do our financial planning requirements. …

Investment Update – September 2020

Around the world, economies have re-opened with a degree of reservation. However, since August many countries have faced a resurgence in coronavirus cases, prompting concerns that a ‘second wave’ is already underway.  Several European countries have witnessed a spike in coronavirus cases including France, Spain, Belgium, and Luxembourg.  Even once ‘safe’ countries such as Denmark & Iceland have been…

Investment Update – August 2020

Stock prices started the month strongly thanks to good early results from COVID-19 vaccine trials, better-than-expected employment reports, and higher-than-anticipated manufacturing activity. In the US, despite multiple States reporting increased COVID infections, stocks continued to climb, especially in large technology. American indices are now back in positive territory for the current year. These behemoth companies,…

Recession

During 2020 the world economy shifted from a position of strong growth to severe global recession.  Although this is clearly a significant concern, recessions are a normal part of the economic cycle so it is important to look at this in the right context to understand what is occurring now and what might happen next.…