Matthew McAleer’s Post

A shout-out to Burney Wealth Management for guiding our clients through the challenging rate environment over the past 20 months. Thanks to the team's proactive fixed-income management, clients were able to harvest sizable tax losses in 2022 amid the record drawdown in intermediate-term bonds, earn attractive T-bill yields for the most part of this year following a shift to a tactical allocation of 100% ultra-short, and participate in the rebound in bonds after reverting to the strategic allocation of 70% intermediate and 30% short at the end of October. Read Joel Sues, CFA, CAIA's piece here: https://lnkd.in/eTNsDSzi

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Yesterday we attended the Sandringham Financial Partners Q2 Conference. As you may be aware Donnelly Financial Advice is a trading style of Sandringham Financial Partners Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Being authorised and regulated by the FCA means that any Independent Financial Adviser you use must meet certain standards and follow rules laid out by the FCA. These rules are there to make sure that clients are: ☑ Treated fairly  ☑ They are protected  ☑ The products and services they are offered are suitable for their goals and financial needs.  Something we whole heartedly agree with at Donnelly Financial Advice. It was great to catch up with Neil Jenkins and Gordon Boxshall. We enjoyed listening to speakers from M&G Investments, Schroders, RSMR, Liontrust Asset Management PLC, Rathbones Asset Management, and Columbia Threadneedle Investments EMEA APAC.    #croydon #london #kent #surrey #donnellyifa #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialplanning #financialplanner #SandringhamFinancialPartners #FinancialConductAuthority #FCA #trustedadvice #regulatedadvice #londonevents #businessnetworking #businessnetwork #londonnetworking #networkingevent #professionalnetworking #networkingmixer  

Estate planning through the lens of behavioural finance: Greg Davies of Oxford Risk explores how understanding client behaviour can lead to better outcomes. Discover how this approach helps advisers support clients in making sound decisions amid uncertainty. Brought to you by Octopus Investments. Read more here: https://lnkd.in/dJwFhmxV #EstatePlanning #FinancialAdvice #BehaviouralFinance

As part of our 2023 annual report, we spoke to spoke to Ben Needham, Portfolio Manager at Ninety One, a global asset manager with emerging markets roots and a commitment to developing specialist investment teams, about the opportunities and threats facing UK businesses.     Read the full Q&A here – https://lnkd.in/eskAkMn9    FOR UK PROFESSIONAL INVESTOR USE ONLY. CAPITAL AT RISK.     #ukbusinesses #assetmanager #investmentmanagement #emergingmarkets

In his most recent contribution to Barron's, Caleb Silsby, CFA, Chief Portfolio Manager at Whittier Trust, explores the three key areas advisors should focus on for tax-efficient investing. In the article, Silsby discusses the importance of planning ahead, focusing on asset location, and emphasizing long-term capital gains to better achieve superior after-tax returns. This insightful piece is a must-read for those guiding high-net-worth individuals. Read the full article below or via the link: https://lnkd.in/gTk2QJxy #WhittierTrust #TrustWhittier #WhittierTrustInsights  #wealthmanagement

Over 25% of St James's Place funds fail to deliver value as 80% red-flagged for performance. Of the 45 funds - six of which are not available to UK investors - listed in its latest Assessment of Value report, 13 were deemed to have not delivered value for their investors over the past five years. Kavit Tolia, CFA. Paul Niven. Check out Linus Uhlig's latest article 👇 https://incm.pub/4ejwI9D #investing #assetmanagement #wealthmanagement #finance

📚 Investing Terms: Securities are financial instruments such as stocks or bonds that represent a financial value or a contractual right. Get to know these essentials for smarter investing. Learn more with Coastal Bay Wealth Management. 727.910.2001 coastalbaywealth@raymondjames.com https://lnkd.in/eT9kSgAK #InvestingTerms #Securities #CoastalBayWealth

In our latest video for Doceo Group, Ian Lance provides an update on recent performance, current strategy and the outlook for Temple Bar shareholders, including two catalysts that could spark a potentially meaningful re-rating in UK equities.    https://lnkd.in/eCH9YXkc   No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment.   #valueinvesting #ukinvestment #opportunity

Getting advice from the people you trust helps you plan for the future. Whatever experiences life throws at you, it's important to have a human being in your corner to support you. In fact, it's invaluable. Read a real story about a St. James's Place client who's benefited from getting one-to-one advice: https://lnkd.in/eQDe7xBq St. James's Place Representatives represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. SJP Approved 8/3/2024 #InvaluableAdvice