Hello and welcome to the April edition of our e-newsletter which we hope you enjoy.
We also hope you are enjoying the lighter nights, the flowers blooming and an increase in temperature that this time of year brings with it.
As we approach the close of April, the financial landscape continues to evolve in response to shifting global market movements in what has been an interesting start of the year to say the least. President Trump and the noise around tariffs have certainly been a factor in the volatility.
This however has brought a timely reminder to some core principles we live by. We focus on what we can control.
We focus on having well-diversified portfolios designed to navigate a wide range of economic environments, seeking out high quality assets which are attractively valued. This, alongside carefully selecting investment products and fund managers who we believe are well positioned for long-term success, we believe, will deliver what we need from our portfolios.
Looking back, history has shown that traditionally the best days come after the worst, so where possible we feel it is best to sit tight, stay invested and portfolios will bounce back and we believe this will continue to be true.
Onto this edition of our newsletter and once again we have an eclectic mix of articles for you this month, starting with our Monthly Market Commentary.
We follow that with an essential guide to Inheritance Tax, we look at why less than a third of Gen X (those born between mid 60’s and early 80’s) are on track with their retirement savings goals and finally, we provide some top tips to stay ahead of financial scammers.
We hope that you enjoy and find useful this month’s edition of our e-newsletter and should anything you read prompt any questions then please do not hesitate to contact us – we are here for you!
Kind regards
Simon Lister
Director & Independent Financial Planner
Quote Of The Month
“A big part of financial freedom is having your heart and mind free from the worry about the what ifs of life”
Suze Orman
