Archive for the ‘Investment Bulletins’ Category

 The Totus portfolio service, which is managed by the County’s longest established independent stockbroking and investment firm, Cave & Sons, recorded an impressive 2.5% return net of costs during 2011 whilst its benchmark, the Association of Private Client Investment Managers and Stockbrokers (APCIMS) Balanced Portfolio, registered a decline of 2.8%. The FTSE 100 Index fell [...]

Cave & Sons, Northampton’s stockbroking and independent financial advice firm, looks in detail at the Chancellor’s Autumn Update and asks how local people and companies will be affected …
No miracle cures were promised as the Chancellor pledged to do ‘whatever it takes to protect the UK economy’ in his long awaited Autumn Statement. A sombre [...]

Finance and legal experts are taking their know-how on the road running a free Masterclass and Advice Centre to help people preserve their wealth and plan for the future.
Cave & Sons, Northamptonshire based stockbroking and financial advice firm, is teaming up with Peterborough-based Greenwoods Solicitors LLP to deliver the event at Oundle School on Wednesday, [...]

It is disturbing to note that this year the Tax Freedom Day (as described by the Adam Smith Institute), the day in the calendar year when we finally stop earning to pay the tax man and start earning money for ourselves fell on 30 May 2011.  Thanks to the rise in VAT designed to reduce [...]

Newsflash - New NS&I Index Linked Savings Certificates – Should you get them while you can?
 
The government has recently launched its latest issues of the National Savings and Investments (NS&I) Fixed and Index Linked Savings certificates.   Of the two the Index- Linked Certificate is likely to generate the most interest as, whilst the offer is [...]

Financial services regulator the Financial Services Authority (FSA) recently released figures which show that when it comes to financial services firms, big is not necessarily beautiful. The recent report highlights that the leading banks are still responsible for the majority of complaints, generating nearly 1 million over the final six months of the reporting period.
The [...]

An imminent regulation is set to change the date at which pension benefits can be accessed – so Northamptonshire-based stockbroking and investment firm Cave & Sons is urging people to plan ahead.
 
This new rule, which will come into force in April 2010, is an example of the ever changing nature of pensions, so obtaining pension [...]

With many companies choosing to use rights issues as a method of raising additional capital in the current economic climate, we felt it beneficial to produce a handy guide on the subject.
The guide aims to increase understanding about what a rights issue entails and explains the options available to shareholders in the event of one being undertaken [...]

 
Swine Flu – Which parts of the market are prone to infection?
Just as risk appetite was returning to global financial markets, the last thing we need is a potential global flu pandemic. At present there are still many more questions than answers (how infectious, how deadly?) and it seems unlikely that these can be answered [...]