Retiree Spending Patterns

Retiree Spending Patterns

The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
Market Update: April 2021

Market Update: April 2021

The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...
NEO Newsletter – Third Edition 2020

NEO Newsletter – Third Edition 2020

Redundancy: a taxing time Redundancy can occur for any number of reasons. You may decide to leave your employer by accepting a voluntary redundancy, or you may be made redundant due to forces that are beyond your control…. Jobkeeper extended The Government is...