Busting the myths of investment companies’ performance
Saturday 15 September 2018 marked ten years since the collapse of Lehman Brothers. And with the bull market following the global financial crisis – now the longest in history in the US – it’s useful to revisit the past. The Association of Investment Companies (AIC)[1] has looked at the long-term performance of investment companies from just before the dot-com bubble burst in 2000 and just after the collapse of Lehman Brothers in October 2007. Continue reading →

Taking responsibility for funding our own retirement
Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to us all. We all know that our ageing population and increased life expectancy are putting a strain on government finances. Following pension freedoms, there’s greater choice than ever before in how you access and take your retirement benefits. Continue reading →

Identifying multiple risk profiles for multiple goals
Throughout our lives, we will have many different lifestyle and financial goals that we would like to achieve. Although we all have different goals, there are some key goals that we’ll have in common, especially when it comes to retirement. Continue reading →

Building wealth for a solid financial future
As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money. Continue reading →

An important financial planning tool
At Matheson Financial, we are currently in the process of finishing the design and launch of our new investor portal, and we will be in touch with you in due course with an update on this development. This will be an additional service for our investors which compliments the existing personal service which lies at our core. In the meantime, we look at why we feel an investor portal is set to become so important as a financial planning tool for investors. Continue reading →