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Long-term goals, short term emotions

A tension often exists between long-term investor goals and the short-term emotions investors suffer.

This issue provides key points to reflect on to help ease this tension, along with providing some data around the chances of real losses over the short term and how this improves materially as the holding period expands.

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INSIGHT: Bonds: the basicsAcuityINSIGHT: Bonds: the basicsThe first in the back to basics series explores bonds, explaining what they are, how they work, why they are often described as fixed income, and the types of bonds typically included in sensible investment portfolios.
INSIGHT: Investing at all-time market highsAcuityINSIGHT: Investing at all-time market highsWhen stock markets reach all-time highs, it can feel both reassuring and unsettling. This issue explains that this is nothing new, and whilst it does not guarantee in any way that markets will not fall in the short term, it provides little basis on which to attempt to make market timing decisions.
INSIGHT: Your adviser as your investment coach - Part 7AcuityINSIGHT: Your adviser as your investment coach - Part 7We’re pleased to share the seventh and final instalment in the Your adviser as your investment coach series: Doing the boring stuff. This issue forms as a conclusion to the series itself, drawing on other elements of the value advisers brings to investors as their investment coach.
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Barnett Ravenscroft Wealth Management
13 Portland Road, Birmingham B16 9HN

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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