Alasdair McLeish’s Post

👉 What is the top question clients are asking us these days?? 👈 👂"What impact will the Fall elections have on my investments??"👂 🎢 Our response, backed up by our friends at BNY Wealth, is that markets go up in all types of administrations ⛵ 📣 The bottom line: Don't Invest with Your Politics! 💡 Marc R. Butler Heidi Hirsh, RICP® Cherill Archer Kathy Curry BNY BNY Wealth Osaic #footballseason #financialgoals #wealthylifestyle #financialfreedom #buckscountypa #FinancialSuccess #Newtown #financialadvisor #genxwomen #FinancialFreedom #genx #retirementplanning #retiredlife #newtownpa #retirementplan #retirementincome #retirementgoals #retirementliving #financialplanning #buckscounty #RetirementLife #planning #retirement #osaic #FinancialEmpowerment #wealthbuilder #financialliteracy #advisornearme #retirementhome #FinancialIndependence Osaic

Fiduciary duty is a legal and ethical obligation for financial advisors to prioritize their clients’ best interests, avoid conflicts of interest, and fully disclose any potential conflicts. Read our latest article discussing which types of financial advisors have fiduciary duty: http://go.53.com/6043QSAs3 #retirement #fiduciary #advisor

Statement from Andy Briggs MBE, Phoenix Group CEO on Chancellor Rt Hon Rachel Reeves’ inaugural Mansion House speech. “We believe the Government has the right aims for the pensions and investment agenda, in its quest for growth. Currently the UK does not allocate enough capital to private markets, which means the country is missing out on the types of critical infrastructure it needs to grow, while pension savers are missing out on the opportunity for higher returns. That’s why we formed the first private market investment manager Future Growth Capital with Schroders, and signed up to the Mansion House Compact. By strengthening the flow of capital into growth-focused private markets, we are not only supporting pension savers but also reinforcing the UK’s position as a dynamic, attractive destination for global investment and supporting the net zero agenda.” #Investment #Pensions #FinancialServices

Not allowing politics to interfere with your investment plan is such an important behavioral concept to understand. Diversification of your assets and consistent investment in those assets, without the emotional response of your political affiliation, will help you meet your objectives no matter who inhabits The White House.

Pension tax free cash- why it's in Overton's window. https://lnkd.in/erxqASVs I see sense in limiting pension wealth perks, I see Overton’s Window as open and I expect the Chancellor to jump straight through it.

Fiduciary duty is a legal and ethical obligation for financial advisors to prioritize their clients’ best interests, avoid conflicts of interest, and fully disclose any potential conflicts. Read our latest article discussing which types of financial advisors have fiduciary duty: http://go.53.com/6047QRSxt #retirement #fiduciary #advisor

Fiduciary duty is a legal and ethical obligation for financial advisors to prioritize their clients’ best interests, avoid conflicts of interest, and fully disclose any potential conflicts. Read our latest article discussing which types of financial advisors have fiduciary duty: http://go.53.com/6046QohXC #retirement #fiduciary #advisor

Fiduciary duty is a legal and ethical obligation for financial advisors to prioritize their clients’ best interests, avoid conflicts of interest, and fully disclose any potential conflicts. Read our latest article discussing which types of financial advisors have fiduciary duty: http://go.53.com/6047QPiD7 #retirement #fiduciary #advisor

Fiduciary duty is a legal and ethical obligation for financial advisors to prioritize their clients’ best interests, avoid conflicts of interest, and fully disclose any potential conflicts. Read our latest article discussing which types of financial advisors have fiduciary duty: http://go.53.com/6049QcTmU #retirement #fiduciary #advisor

Here's a snippet from a webinar presented by DDM's Sarah Helmer at a small business conference. She spoke about helping business ownes access lesser known tax strategies to help you keep more of what you earn. We're here to level the playing field for entrepreneurs who don’t have pensions for retirement. As Sarah says, our clients benefit from the same strategies leveraged by high net worth individuals. The goal is to mitigate tax and help you retire with an income you won't outlive. It's time to take back control of your financial future. Message us to start a conversation.