Oakway Wealth Management

25/09/2023

Markets ponder whether interest rate rises have peaked or paused

https://www.oakwaywm.co.uk/resources/weekwatch-markets-ponder-whether-interest-rate-rises-have-peaked-or-paused/

Established in 1668, Sweden’s Riksbank was the first institution recognised as a central bank. It was one of a host holding rate-setting meetings last week in a bonanza for central bank watchers, as inflation and interest rates continued to preoccupy investors.

18/09/2023

Several equity markets bounced last week on positive economic news from China and softer messaging from the European Central Bank (ECB).

https://www.oakwaywm.co.uk/resources/weekwatch-markets-bounce-on-news-from-china-and-europe/

Several equity markets bounced last week on positive economic news from China and softer messaging from the European Central Bank (ECB).

12/09/2023

Pension Awareness Week is back. Here’s some insight into what a happy and enjoyable retirement will cost you.

https://www.oakwaywm.co.uk/resources/the-cost-of-a-comfortable-retirement/

Whether you’ve got 20 years before you retire or just a few, it’s important to have an idea of just how much money you’ll need for a comfortable standard of living once you’ve finished working.

11/09/2023

September is often a tough month for markets. Data going back to 1945 shows that it is, on average, the worst month of the year for the S&P 500 Index.

https://www.oakwaywm.co.uk/resources/weekwatch-global-business-activity-slows-but-the-us-economy-ploughs-on/

September is often a tough month for markets. Data going back to 1945 shows that it is, on average, the worst month of the year for the S&P 500 Index.

11/09/2023

As a start-up, knowing what expenses can be tax-deductible will help boost your cash flow significantly. Plus, with the corporation tax rate increasing for some firms – to as much as 25% – many business owners will be looking for legitimate ways of reducing their taxable profits.

https://www.oakwaywm.co.uk/resources/top-misunderstandings-about-tax-deductible-expenses/

As a start-up, knowing what expenses can be tax-deductible will help boost your cash flow significantly. Plus, with the corporation tax rate increasing for some firms – to as much as 25% – many business owners will be looking for legitimate ways of reducing their taxable profits.

04/09/2023

Weak China sentiment drove market performance in August that lived up to its seasonal fears as stocks registered their worst month so far this year

https://www.oakwaywm.co.uk/resources/weekwatch-china-worries-take-their-toll-on-markets/

The food inflation story took a new turn last week when it was revealed that Burger King faces a lawsuit in the US over allegations that its Whopper burger looks bigger on the menu than it is in reality.

03/09/2023

Over time, inflation means that even everyday items will become noticeably more expensive. This means it’s important you take care to grow your wealth, with an eye on the long term.

Find out more here: https://www.oakwaywm.co.uk/resources/weekwatch-strong-us-results-as-all-eyes-turn-to-the-fed/

30/08/2023

Some good company results last week helped US equities before all eyes fell on Jackson Hole, Wyoming

https://www.oakwaywm.co.uk/resources/weekwatch-strong-us-results-as-all-eyes-turn-to-the-fed/

As well as being a popular skiing destination, Jackson Hole is becoming well known for its Economic Symposium. Leading figures from central banks, and decision-makers across the globe, come to this annual event to discuss issues relating to a particular topic, this year’s being ‘Structural Shift...

24/08/2023

The Lifetime ISA (LISA) replaced the government’s Help to Buy ISA scheme at the end of 2019. LISAs were designed to help younger savers get on the property ladder or start to save for later life:

Find it more here: https://www.oakwaywm.co.uk/resources/what-is-a-lifetime-isa-and-how-do-they-work/

The Lifetime ISA (LISA) replaced the government’s Help to Buy ISA scheme at the end of 2019. LISAs were designed to help younger savers get on the property ladder or start to save for later life. And they look attractive. For every LISA contribution you make, the government will add 25% – tax-fr...

21/08/2023

After more than a year of inflation dominating market performance in Western markets, the past week saw the emergence of deflation, raising its unwelcome head:

https://www.oakwaywm.co.uk/resources/weekwatch-chinese-economic-woes-weigh-on-global-markets/

After more than a year of inflation dominating market performance in Western markets, the past week saw the emergence of deflation, raising its unwelcome head.

16/08/2023

Paying for social care, for as long as you need it, can make a huge hole in your finances. And it can make a big difference to the amount of money you can pass on to your family.

https://www.oakwaywm.co.uk/resources/what-are-the-chances-youll-need-long-term-care-one-day/

It’s a question that’s very hard to answer, and all too easy to avoid. But in terms of financial wellbeing, it’s the million dollar question. Paying for social care, for as long as you need it, can make a huge hole in your finances. And it can make a big difference to the amount of money you c...