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Insight Financial Associates

Looking at Investments

Take a long-term view of your investments

Investments go up as well as down. It’s one of the most basic principles of investing that we’re told early on in the process. So why do so many of us panic when conditions in the market are less than ideal? In a climate of high inflation, soaring energy prices, war in Europe and looming …

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Make the most of your investments

How to make the most of your investments

Investing is a good way to make your money work hard for you, so you can build wealth faster than you could if you put it in a savings account. But the value of your investments can go down as well as up and can expose you to a greater level of risk than leaving …

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Financial Planning Myths

Financial planning: Myths and misconceptions

Many people understand what a professional, regulated financial advisor does and the benefits of speaking to one. But at the same time, there are many myths and misconceptions surrounding financial planning, which often put people off getting advice themselves. We wanted to explore some of the most common myths we hear around this issue and …

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Wealthy Family

Who Was the Richest Person in History?

According to the latest Forbes Rich List, the richest person in the world is Jeff Bezos, founder and, until recently, CEO of Amazon. Forbes estimates Jeff Bezos’ wealth at $177bn (£133bn), which puts him ahead of those other well-known billionaires, Elon Musk, Bill Gates and Mark Zuckerberg.  These days it is easy to keep score …

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Pension Tax Payouts

Could using a pension reduce higher rate tax payments?

At the beginning of March Chancellor Rishi Sunak presented his Budget. His aim: to chart a course out of the economic damage wrought by the pandemic. A year earlier he had said he would do “whatever it takes” to protect jobs and businesses. Twelve months on, with Government borrowing breaking all records, it is clear …

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