TITLE

Time to be cautious or contrarian with Isas?

AUTHOR(S)
Morris, Pamela
PUB. DATE
February 2014
SOURCE
Money Marketing;2/20/2014, p24
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article provides insights from several financial experts on where best to invest in the 2013-2014 individual savings account (Isa) season. It is said that net retail Isa sales for the 2012-2013 tax year dropped to 1.1 billion U.S. dollars. Jason Hollands, managing director of financial services firm Bestinvest, stresses the significance of taking a more nuanced view of markets. Skerritts head of investment Andrew Merricks made a comment on investors missing out on a good year for equities.
ACCESSION #
94766869

 

Related Articles

  • Taking Stock. Wright, Michael; Jones, Edward // Word (Word Publications - Ted Fleischaker);Jun2008, p42 

    The authors talk about the merits of stock investment. According to them, people are lured into putting their money in "hot" stocks or stocks that are expected to perform strongly. They believe, however, in being prudent for a number of reasons. First, nobody can claim to be an expert forecaster...

  • Strategy street.  // Money Marketing;3/14/2002, p63 

    Discusses the opinion of a panel of experts on the commission offered by Skandia and the views of independent financial advisers (IFA) on discounting fund strategy. Comments by Richard Craven, a partner at HCF Partnership, on the way to procure business in the IFA sector; Statement by Jason...

  • Small-World Investing. Fama Jr., Gene // Financial Planning;Nov2007, Vol. 37 Issue 11, p145 

    The article offers tips for financial planners when investing in international stocks. It discusses returns from these investments. It reveals that there is little diversification to be gained from adding large-cap international stocks to a portfolio. It suggests investing in international...

  • Paying Dividends. Marino, Roddy // Financial Planning;Apr2011, Vol. 41 Issue 4, p89 

    The article looks into the renewed interest in dividend paying stocks. It is noted that financial advisors must be keen in guiding investors in recent trend of generating more income. Respondents of a survey conducted predict a positive outcome for the stock market at the end of 2011. Investors...

  • Rising Dividend Payouts: A Life Boat for Retirees. Schreiber Jr., Don // On Wall Street;Sep2012, Vol. 22 Issue 9, p40 

    The article discusses the challenges faced by financial advisors in assisting retirement bound investors in securing their capital for a comfortable retirement. It states that a dual threat exist in the increasing longevity and higher than average long-term inflation on the wealth creation...

  • Why the Blinders? Arnott, Robert D. // Financial Planning;Mar2004, Vol. 34 Issue 3, p128 

    Focuses on the need of financial advisers to look beyond stocks and bonds to achieve better rate of return to clients. Mechanisms often seen by the financial industry in terms of managing investment returns; Factors that can be used by investors and financial planners to gauge future returns;...

  • Attitude Check. Bowen Jr., John J. // Financial Planning;Jul99, Vol. 29 Issue 7, p153 

    Gives advice on how financial planners can understand their clients' willingness to look differently from the rest of the market so they can achieve their financial goals. Issue on the short-term volatility of stocks; Concern about long-term volatility; Willingness to diversify overseas.

  • Why You Should or Should Not Invest Overseas. Charney, Douglas // CPA Wealth Provider;Jan2005, p28 

    Discusses the pros and cons of overseas investing. Evaluation of the political and economic stability of a country; Price of stocks in the currency of a country; Appeal of economic downturns and wartime politics.

  • Head Games. Drucker, David J. // Financial Planning;Jun2004, Vol. 34 Issue 6, p93 

    Highlights the use of behavioral finance theory by financial planner Pat Jennerjohn to reduce the frequency of interaction between investors and the impulse to make investments in stock markets. Role of the psychological process of anchoring and representativeness in investments; Example of...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics