Senior Managing Director, Partner & Co-Head of Investment Strategy at Wellington Management
In our latest LDI Alert, Amy Trainor explains why US corporate DB plans may have a rare and limited opportunity to derisk and offers suggested action steps. #LDI #CorporateDB #pensions Learn more: https://lnkd.in/g36ftgGt
Helping City Professionals & Business Owners Minimise Tax, Maximise Wealth and Protect Against Risk
WeekWatch 📊 Stock Take 📈: Central bank meetings bolster investors’ interest rate cut hopes. Wealth Check ✅: Using pensions and ISAs to reduce your tax bill In The Picture 🖼: Even when markets are doing well, it’s important to remember that notable drops in prices are to be expected from time to time. They shouldn't be a reason to panic, as over the long-term, markets have always recovered. The Last Word 🗣: Cristopher Nolan celebrates winning the Oscar for Best Director on Sunday night, one of seven awards Oppenheimer won. 👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻 Hi, I’m Nish I help my clients with their financial planning, which includes: ✅ Pension and Retirement Planning ✅ Investment Planning ✅ Life and Critical Illness cover ✅ Income Protection ✅ Private Medical Insurance ✅ Inheritance Tax Planning 📅 https://lnkd.in/d66Wq3e7 📧 anish.devkaran@sjpp.co.uk 📞 07932 446 503 #markets #investing https://lnkd.in/ex4qiph4
Senior Financial Advisor at Wells Fargo Advisors | Assisting Clients with Tailored Wealth Management Solutions
𝐍𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬 Interest rates and their impact on our finances 📉📈 Interest rates are the heartbeat of our financial system, but did you know how crucial they are when it comes to bonds? 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞 𝐁𝐚𝐬𝐢𝐜𝐬: Set by central banks, interest rates determine how much it costs to borrow money and the returns on savings. Higher rates mean saving is more rewarding, but borrowing is pricier. 🏦 𝐁𝐨𝐧𝐝𝐬 & 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬: Bonds have an inverse relationship with interest rates. When rates go up, the price of existing bonds typically goes down since new bonds come out with more attractive, higher yields. 💼 Whether you're saving for retirement or planning your next big purchase, keeping an eye on interest rates is key. 🔍 💪𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗪𝗶𝘁𝗵 𝗨𝘀: https://lnkd.in/gpc_Xpsi #FinancialFitnessFriday #InterestRates #BondBasics
We get a privileged insight into how our clients view their futures, and a consistent trend is a post retirement interest in 'some kind of work'. HOWEVER...... Work at this stage should be a source of enjoyment, not a chore! Have a read of one of our more popular blogs. https://lnkd.in/eyTnTkeX #personalfinance #careycorbett #postretirement
OMFIF’s 2023 Global Public Pensions survey found that 63% share of respondents that selected equilibrium real interest rates and inflation as a top-three factor impacting their 5-10 year investment strategy. How will this year's figure compare to last year's, and what could be some potential reasons for any increase or decrease in concern over this factor? Register for the launch of our Global Public Investor 2024 where we will unpack the investment strategies and asset allocation intentions of central bank reserve managers across the world. https://lnkd.in/gafYHJfY
Inflation, market performance, election outcomes, annuity sales — what does the future hold? Tune in to hear Nasdaq's Phil Mackintosh, Mark Marex, CFA and Michael Normyle examine macroeconomic trends to watch and the importance of index innovation in helping clients prepare for their retirement journey regardless of what's ahead. Register: https://lnkd.in/d5S7ViyK #annuityleadership #economictrends #fixedannuities
Financial & Tax Advisor | Fiduciary | Veteran-Owned Business | Serving Military, First Responders, Individuals, & Business Owners
Why Is the Federal Reserve Independent? I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture
Mercer - Investments market views in Pensions & Investments today headlined from Garvan McCarthy’s quote. #alwayson Tell us what you think in our poll on the subject: https://lnkd.in/eEPCHw57
The ECB cuts rates for the first time in 5 years, seeking to breathe life into the regional economy. For asset allocators across Europe, this is feeding through to portfolio implications and to assessing the financial soundness of their stakeholders requiring a broader perspective on investment and risk. Mercer - Investments Pensions & Investments Sophie Baker
Private Banking & Investment Advisor to (U)HNW Individuals | Board Member | Member of Investment Committee | Angel Investor | Connecting Female & Diverse Founders to Capital
The buyer base for US Treasuries has shifted from yield-insensitive buyers (sovereign wealth funds and central banks, including the Fed) to yield-sensitive buyers (US households, US pensions, US insurance). This may become a problem once the Fed begins to cut rates because that could mean less demand from the yield-sensitive buyers, ultimately resulting in a steeper yield curve. Source: Apollo #USTreasuries #yieldcurve #FederalReserve #bondmarket
The Good, The Bad, & The Bonds What’s Happening with Bonds? And Why You Should Care Over the past two years, we’ve seen dramatic shifts in the bond markets, haven’t we!? Lots of investors and pension holders in Ireland have often large swathes of Bond Funds within their investment and pension portfolios. But often have never had clarity on what they are or why they move around a bit! https://lnkd.in/emRMQAsX #business #investment #retirement #financialplanning #businessowners #financialadvisor
TOP 5 FINANCIAL ARTICLES - 14/11/23 1. Bank of England to cut interest rates as soon as May, economists predict - The Telegraph - https://lnkd.in/eV9Gstqn 2. Britain's Global Investment Summit draws top banking bosses - Reuters - https://lnkd.in/eGjuqNA7. 3. Rachel Reeves plans pensions reform as part of Labour's growth plan - The Guardian - https://lnkd.in/eFBdHcTZ 4. Activity contracts across three-quarters of UK regions - but London remains 'bright spot' - https://lnkd.in/eHNFRp6a 5. Lloyds warns over surge in crypto scams - Finextra - https://lnkd.in/e92hw4sV