The first quarter of 2024 has shown continued momentum as global equity markets now seem to be expecting a higher probability of a “soft landing” in the US which has led to underlying strength and decent earnings numbers to start the year.

Lack of spending restraint offset by revenue surprise and tax hikes.

Two of the most common goals that we hear from our clients, are that they want to retire and minimize the amount of tax that they pay.

As the markets reach all-time highs I am often presented with the question of whether now is a good time to invest. In a perfect world, I guess the market would appreciate at 8-12% per year on a steady and consistent basis meaning we would always be investing...

As some of you may have noticed the markets experienced its most volatile day thus far in 2019 yesterday.