by Town Close Financial Planning | Jan 24, 2022 | Investment News
An “Investment Quilt” is a chart showing how different asset classes have performed over a calendar year. If you google “investment quilt” you will find several iterations, this version is created with UK investors in mind and covers the last... 
by Town Close Financial Planning | Jan 11, 2022 | Investment News
Investment-wise the last 12 months have been odd. It was reasonable to expect a decent amount of turmoil, but we didn’t even get the usual 10-15% temporary drop. What will 2022 bring? I left my crystal ball on the drive with stuff the kids weren’t using. It was gone... 
by Town Close Financial Planning | Jan 3, 2022 | Investment News
Temperament is defined as “a person’s or an animal’s nature as shown in the way they behave or react to situations or people.” Whereas intellect is “the ability to think in a logical way and understand things, especially at an advanced level; your mind.”... 
by Town Close Financial Planning | Dec 14, 2021 | Investment News
There are millions of investment options in the world, and they seem to be multiplying. Looking back on 30+ years of studying and working in finance, I see a clear difference – an investment is either sexy or boring. Or, from my perspective, there are investments that... 
by Town Close Financial Planning | Aug 31, 2021 | Investment News
A successful financial plan is easily understood and actioned. The investment strategy is to a financial plan what an engine is to a car. An important element but not the main element. In fact, there is no main element. With a car the transmission, brakes, chassis and...