In my last blog, I outlined Engage’s investment philosophy. I received some really positive and unexpected feedback. I had some financial planners say that it was an excellent communication, and I had some people read the blog and ask me for the investment portfolio data.
I’ve wanted to write a piece about our investment philosophy for a while now. I often write about the human side of financial planning and how we work with and help our clients on a day to day basis – but this time I thought it might be useful to give some insight around the investment side of financial planning.
Our new and improved website launched last week – www.engagefs.co.uk (for those who haven’t seen it yet). The brief was pretty simple, to make what was already a good website better.
For humans, happiness is found in connections. We, as practising advisers are in the people business and the connections you make with the people all around you are going to influence how they feel. This means that we must be wholly aware of our own happiness, how we are feeling and the projection of energy we give out.
One big mistake investors make is to pay excessive attention to the short-term movement in share prices. The reality is that, while the prices of shares (also known as equities) do fluctuate significantly on a short-term basis, over the long term, they tend to deliver better returns than most other asset classes.