For our last newsletter of the year, it seems fitting to start with a market wrap and overview of performance. It has been a great year for your investments, at a time when the world is enjoying almost uniform growth. An event not often seen and if you are at or near retirement you have extra cause for celebration this Christmas.
Special Market Outlook Courtesy Of Our Partners
Click Here To Read Report
With this said, if you do not have a financial plan you may be feeling unsure. If you are thinking about getting your own financial plan in order for 2018, then it is important that you understand the advice market available and to help with this, we’ve prepared an article about the difference between financial planning and investment advice. This is a distinction that everyone should be aware of, before shopping for financial advice.
We also leave you with a blog bite summary of our e-book, 3 steps to get clarity over your finances too, where we specifically explore Step 2 – to become a regular saver, by preparing a budget and cashflow projections.
It's been a great year for us here at Yield – we’ve been fortunate to have worked with lots of wonderful new and existing clients to help them on their retirement journey and we’d just like to say thankyou for choosing Yield.
Have a lovely break and see you in the New Year!
James & The Team at Yield.