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Lessons in investing

Lesson 10: How do we achieve financial freedom?

For us, financial freedom is the whole point of investing.

It's the point when your money starts working for you, instead of the other way round.

So how do you get there, and what do you need to consider along the way?

INSIGHT: Stock ownership: a slice of the pie

AcuityINSIGHT: Stock ownership: a slice of the pieThis short educational note focuses on some of the basic features of being a shareholder in public equity markets, which can sometimes be taken for granted when one is familiar with - and regularly invests in - model portfolios comprising equity funds.

INSIGHT: Retirement Rule 1: Don’t run out of money

AcuityINSIGHT: Retirement Rule 1: Don’t run out of moneyOccasionally, survey results surface about the state of retirement planning in the UK. Sadly, millions of individuals know little about retirement product options and do not understand how to make their money last.

INSIGHT: Preferences and their tradeoffs

AcuityINSIGHT: Preferences and their tradeoffsIt has been suggested that the younger generation of investors are starting to demand more bespoke investment portfolios to reflect their strong preferences. In this issue we outline that preferences come with tradeoffs which can, at times, be detriment to long-term investment returns.

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Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

Barnett Ravenscroft Wealth Management is a trading name of Barnett Ravenscroft Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority and is Registered in England No. 4013532