The Monthly Update

Welcome to The Monthly Update for July

It's finally getting hot! But is it too hot?

Bloomsbury Wealth YouTube channel

Have you visited our YouTube channel this month??Here are?our latest videos.?

A phrase we’re hearing more and more is financial wellbeing.? Essentially, it’s about ensuring we feel happy about our financial situation — both now and in the future.? It sounds straightforward. But, as author and financial wellbeing advocate Chris Budd explains, it can be a difficult balance to strike.?

Watch the video on the Bloomsbury Wealth YouTube channel. [3:40?video].

There are two types of fund manager, active and passive. Active managers try to beat the market through stock selection and market timing. Passive managers aim to capture the market return. In theory, actively managed funds would be worth investing in if they consistently beat the market.?

Watch the video on the Bloomsbury Wealth YouTube channel. [3:48?video]

July?catch-up

Catch up on the month's insights on The Financial Bodyguard blog...

Investing a lump sum:?One of the questions which clients frequently ask when contemplating investing a lump sum is when they should do it.? They may have received proceeds from an asset sale, an inheritance or a bonus and these may be substantial in value.? [4?min read]

Avoiding the emotional cost of investing:?While we all like to think that we are capable of making rational decisions, it appears that when it comes to investing, a switch inside even the most sensible person seems to flick, and rationality disappears in a cloud of emotion.?[3?min read]

See you all next month.