Economic Outlook The economic outlook is as bleak as we have seen it since 2007. These are the worst returns provided by...
July 2022 Investment Bulletin
Investment Bulletin July 2022
Wow, what a ride! So far in 2022, markets are down on average by 20%. It is difficult to provide an average for Swallow Financial clients as a whole, however, a typical fall from 1st January to date is around 10%. Unfortunately, this does not appear to be the end of the rout. Within this bulletin, we will endeavour to explain what we think is happening and what you can expect in the coming months.
News
The latest news from Swallow Financial Planning and the financial industry
October Investment Update
October 27, 2023
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
How your Pension Expression of Wish can save money
September 6, 2023
If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...
Investment Bulletin July 2023
July 7, 2023
It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry