Peel Hunt’s Post

Have you read our last Investment Commentary of 2023? 🌟 Get an insight into the financial market with our December review from our Financial Planner, Ashley King. Our last Investment Commentary of 2023 comes just as we start to enter the festive season, and despite the hectic year we’ve had, we end the year with cautious optimism. Read the article here: https://bit.ly/3R8OWQB #financialplanning #investment #insurancebrokers

Want to boost ROI on your top asset- your employees? Learn how a Hybrid Cash Balance Plan could help secure your team’s financial future and gain possible tax benefits. Rewarding key staff based on tenure and performance can foster loyalty and reduce turnover. Result? A stronger team, maximized tax deductions, and increased retirement savings. Interested in how this could work for your business? Click the link in my profile to schedule a chat 💬 #businessowners #wealthbuilder #success #growth #money #mindset

50-30-20 RULE WORLD SAVINGS DAY .. The more we save, the more peace of mind we have, as we are better prepared for anything life throws at you. COVID situation is the best example. The 50-30-20 rule recommends 50% of our earnings = Needs 30% of our earnings = Wants 20% of our earnings = Savings Have a Wonderful Wednesday.

It is important to note that individual experiences may vary based on the specific investments within a 401 k and other factors. Monitoring economic trends and regularly reviewing your investment strategy with a financial advisor can help you make informed decisions based on one’s financial goals.

Building Reliable Income Streams Dividend growth investing focuses on companies with a history of increasing their dividend payouts. This strategy provides a steady and growing income stream. Key Benefits: Steady Income: Regular dividends provide reliable cash flow. Compound Growth: Reinvested dividends boost returns over time. Financial Strength: Companies that grow dividends are often financially stable. Tip: Look for companies with a strong dividend track record and solid financials. Diversify across sectors to minimise risk. Consider how you can further enhance your income beyond just dividends. Want to know how to do this? Join my master class to learn an investment strategy that works whether the market is up, down, or sideways: https://lnkd.in/gZcFFkv8 #PersonalDevelopment #StockInvesting #Wealth

If you and your partner wish to retire early, you'll want to have a plan outlining a systematic approach to saving, spending, and investing so that you can retire together at the same time. Read our blog for helpful information: https://hubs.la/Q02hVN3b0 #FortCollins #FinancialAdvisor

The quickest way to becoming financially free as an employee? You Can't ⛓️ The reality is: 1. Your 9-5 is somebody else's passive income. 2. You trade your time for money. There’s only so many hours in the day, essentially putting a cap on how much money you can make 3. Traditional academic credentials don’t hold as much weight as they once did A solution? Look for a completely passive, Government-backed, hands off investment that cash flows you every single month for years to come. Once you’ve made your initial investment back, reinvest that money again into the same deal and double your monthly returns. Do this time and time again and watch your profits grow more than they ever could sitting in the bank. End result? Financial freedom, more time to spend with your family, a massive weight off your shoulders knowing you don’t need to rely on a state pension. DM me to understand how we can make this happen for you ☺️ #SmartInvesting #SocialHousingSuccess #socialhousing #femaleinvestor #propertyinvestor #passiveinvesting #investinguk #investingscotland #investingstrategy #socialhousingproject

MAXIMIZING YOUR MOMENT OF MONEY (MoM) When experiencing financial success, it's easy to #overlook the importance of investments. The assumption that high earnings will continue indefinitely can lead to complacency. While this belief may hold true for some time, it's not guaranteed that the same level or frequency of earnings will persist. To safeguard your financial future, consider the following: ✅Hire an Investment Advisor or Wealth Manager Regardless of the amount, securing professional financial advice can be crucial. These experts can help you plan and manage your investments wisely, ensuring sustainable growth and stability. ✅Plan for the Future An advisor can assist in creating a comprehensive financial plan that accounts for potential changes in income, ensuring you're prepared for any eventuality. 🌲By taking proactive steps now, you can maximize your current financial success and secure long-term stability.

If you’ve ever said my business is my pension… you need to read this article I’ve written. 🧐   The same goes if you’re thinking of selling your business one day.   You may learn something. It may make you think differently. 🧠   Thank you Katherine Dyer for hosting it on your brilliant website.   Happy to answer any questions you’ve got. DM me “selling my business”. 🛟 https://lnkd.in/erTG4a8Q Please note the usual caveats I’m legally obliged to include: this does not constitute individual financial advice and advice should be sought for your specific circumstances. A pension is a long term investment. The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is not a reliable indicator of future performance. 

📈 Why Staying Invested Matters 🚀 Ever wondered what happens if you try to time the market? Spoiler: It might not go as planned! 🙈 Even if you do pull it off once, the chance of doing it consistently are low! The image below shows the real impact of missing out on the market's best days. ↳ 📊 Staying fully invested could have turned your investments into a significant sum over 20 years. ↳ ❌ Missing only 10 of the best days in 20 years? Watch your potential earnings drop dramatically. ↳ ❌❌ Miss only 20 of the best days in 20 years? You're left with just a fraction of what could have been. ↳ 📉 The more good days you miss, the tougher the journey becomes. Key takeaways ➡️ Trust the process ➡️ Remember WHY you are investing in the first place ➡️ Stick with the plan. ➡️ Work with a financial adviser Its that simple #financialplanning #retirementplanning #financialfreedom