When it comes to investing, everyone’s needs change over time. Investment strategies are influenced by your goals, your attitude to risk, your time horizon and your current finances, all of which are changeable, impermanent criteria. The final entry in our three-part investment lifecycle series focuses on investing in the run-up to retirement, those in their […]
Whether you’ve used them for years or you’ve only discovered them recently, ETFs are becoming an increasingly popular tool for both new and experienced investors. Offering a wide range of benefits when compared to more traditional instruments, ETFs are forming part of the basis of a new generation of wealth managers. At Moneyfarm, we use […]
In complex times like these, it is important to not be overwhelmed by the abundance of information and to select and interpret the news we consume. The global response to the coronavirus pandemic has seen governments inject, in many cases, unprecedented stimulus packages into their economies. The result has been potentially disorientating fluctuations in valuations […]
2020 has been a turbulent year. With volatility affecting the markets as a result of the global pandemic, we’ve been impressed by the loyalty and resilience of our investors, with those that stayed invested reaping the rewards. In August, the US stock market posted record numbers, largely recovering from the losses of February and March […]
As with many things in life, the investment needs of any person will change as they age. To give people an idea of how theirs might develop, we’ve separated the investment lifecycle into three distinct periods. Earlier this month, we examined the formative years of your 20s and 30s, as your career kicks off and […]
Until bond ETFs became common a few years ago, putting together a diversified bond strategy was complicated. The bond market is varied, made up of both government bonds and corporate bonds. Thanks to ETFs, investors can take advantage of low-cost bond investments in a transparent, straightforward way. At Moneyfarm, choosing the right ETFs is one […]
Financial planning is the first step in the process of achieving your financial goals. For many, our financial goals will be intimately tied to our wider life ambitions, meaning you’ll need a certain degree of financial stability to achieve the life you want. Financial planning is a key support in this financial journey, helping you […]
The development of robo-advisors has encouraged investors and businesses to embrace digital financial services. At Moneyfarm, we see this as a positive trend, which is why we’ve weaved new tech into the fabric of our business model since day one. Technology helps us to monitor the health of our client portfolios and ensure that performance […]