Once again staying patient and not rushing into the markets appears to have made sense for our clients. With the renewed turmoil in the Eurozone (and worryingly also in China), investors have become scared and consequently the stock markets have fallen globally. It is exactly at times like this that action can be taken to re-organise portfolios and to re-invest into shares. Most clients have liquid cash within their portfolios to re-invest into the markets at these lower levels if they choose to. I think I will be in contact with my clients very soon now.
New clients and existing client additional investments
We agreed to defer any investment for all of our new clients and for client investment top-ups, as we felt the markets had got ahead of themselves and would likely drop back over the summer. In short we can invest now and get more units for our money than if we had invested as soon as the funds cleared. Continue reading “Greece Is The Word (Again)”