IRAN CONFLICT: TURMOIL IN THE MIDDLE EAST, BUT NOT IN YOUR PORTFOLIO
On 28th February 2026, tensions in the Middle East escalated sharply. Our thoughts are first and foremost for the human impact of these events. However, in this note, we will focus on potential ramifications for client portfolios, where the impact on diversified portfolios has so far been limited. Context: Israel, with support from the […]
Don’t leave it too late
This isn’t easy to read – But it could save your family heartbreak I’ve always known why I do what I do. Financial planning isn’t just my profession it’s a calling born out of painful, life-changing experiences. It has probably been what has got me through tough times, to know I can use what was […]
Par for the course: Why Market Volatility is Nothing New
Lately, we’ve had some questions from clients wondering, is now the time to reduce risk? Should I sell some shares to sell off equities or sit tight and wait for a correction? It’s a reasonable concern. The headlines are full of it – talk of tech bubbles, stretched valuations, and predictions that the rally can’t […]