by Town Close Financial Planning | Jun 15, 2022 | General News
Your investment policy statement should read something like this…. A successful long-term investment strategy is necessarily goal-focused and planning-driven. It is arrived at by answering three key questions: Who is this money for? What is this money for? When,... by Town Close Financial Planning | Jun 13, 2022 | Investment News
TCFP’s founder, Jeremy Askew, turned 50 in June. Let’s look back over the conditions for, and return from, investments over those 50 years. As investors there has been a continuous stream of events to navigate. For example, here is a list of major economic... by Town Close Financial Planning | May 9, 2022 | Investment News
So far 2022 is turning out to be much more “exciting” than 2020 and 2021 when it comes to investment returns. Investment volatility in both 2020 and 2021 was all upwards, because that’s positive it is often ignored as volatility. 2022 sees volatility in both... by Town Close Financial Planning | Apr 27, 2022 | Investment News
The latest quarterly Town Close Financial Planning Investment Committee Meeting took place on 25 April 2022. The TCFP Model portfolio currently remains unchanged, but a rebalance of all pensions and ISA accounts was agreed. This is happening because our data shows us... by Town Close Financial Planning | Feb 24, 2022 | Investment News
The TCFP investment committee met this morning in the light of Russia’s invasion of Ukraine. The raw data shows that equities have fallen by just short of 10% so far this year. By the end of today Mr Putin will have pushed us through the 10% barrier which makes it...