Staff and Community News

As financial advisers, we often talk about the value of diversification within an investment portfolio. This blog post clearly illustrates the concept of diversification through a striking visual — the quilt chart.

Another month, another gain for stock markets. It can’t continue like this forever and there are clear signs of profit-taking in some of the most popular trades. This feels like a test to see whether a renewed bout of “buy-the-dip” behaviour will drive stocks to fresh highs once the US government re-opens.

We are always proud to support and engage with our local communities, and we're especially pleased to lend a hand to Berwick Rugby Club by providing new post protectors for their pitch.

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.