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
What Did Merle Know?..
July 31, 2024
What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.
Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...
Changes to Lifetime Allowance
June 27, 2024
Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.
Fixed Rate or Index Linked Bonds
May 16, 2024
Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry