01689 667405 enquiries@sbwm.uk
There comes a time when you stop working for your money and put your money to work for you. For most people, that is at retirement to obtain financial independence. The decisions you make then could have repercussions for the rest of your life, and in recent years there have been some major changes to […]
New statistics show this year’s ISA season attracted less than half of last year’s total net investment. The Investment Association (IA) recently published net sales figures for the ISA season, which it defines as March and April. It showed that the net inflow into the stocks and shares ISAs of its members amounted to […]
June was a month for rising interest rates on both sides of the Atlantic. June was a notable month for interest rates: Firstly, the US central bank, the Federal Reserve (the Fed) increased its main interest rate by 0.75% to 1.50%–1.75%. It was the third consecutive meeting where the Fed had raised interest rates. The […]
New research shows how the most recent increase in state pension age has hit those affected. The last change in State pension age (SPA) was phased in between December 2018 and October 2020. Over that period, the SPA for both men and women increased from 65 to 66. The move was controversial, not least because […]
The world’s share markets had a bad first half of 2022, but for once the UK performance was better than many. The first six months of the year was a disappointing one for many investors. The S&P 500, the leading US market indicator, had its worst first six months since 1970. To be fair, it […]