What does “rebalancing” your portfolio mean and why is it important?

When discussing investments or reading the news, you may have heard the phrase “rebalancing”. It’s an important part of making sure your portfolio continues to reflect your goals, but it can be overlooked or misunderstood. Read on to learn what rebalancing involves and why it’s part of investment strategies. Investing: A long-term game Before we […]

5 reasons to switch pension providers to boost your retirement savings (and 3 things to do first)

Who is your current pension provider and why did you choose them? Even when you’re making regular pension contributions, it’s not something you think about often. In many cases, your employer chooses your pension provider, and you stick with them, but there are reasons you may want to switch. Over the years, your pension is […]

The history of investing: What the past can teach us about market cycles

2020 was an eventful year. The pandemic and subsequent lockdowns around the world had a huge impact on life, which inevitably affected stock markets and investment portfolios. The stock market volatility experienced a year ago will be fresh in the mind of investors, but the crash wasn’t unique. Investors have experienced ups and down for […]

Can money buy happiness? It’s the freedom to reach goals that adds value to your life

Is the common saying “money can’t buy happiness” true? Research suggests that it isn’t, and that the opportunities financial security brings can deliver happiness and improve wellbeing. This latest study refutes often cited research, which claims money could buy happiness but only up to a point. A 2010 paper written by psychologist Daniel Kahneman and […]

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