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Financial Viewpoint

Financial Viewpoint

16th September 2022

Financial Viewpoint is the quarterly newsletter of Carl Summers Financial Services, where we talk about mortgages, insurance, pensions, investments and other aspects of personal financial planning.

Investment Update – Interest rates rise again to combat inflation

Investment Update – Interest rates rise again to combat inflation

5th August 2022

Many investors are reflecting on the year so far, which saw the largest falls for the S&P 500 index over the first six months since 1970. The MSCI All Country World Index (which tracks the largest companies around the world) also suffered falls and its worst opening six months since its creation in 1990.

Talking to kids about the value of money

Talking to kids about the value of money

15th July 2022

After seeing their six-year-old son’s birthday list, Liz and Dan have realised it’s high time they started teaching Archie about the value of money. It’s true they both have reasonably well-paid jobs and only the one child but, even so, a Saint Bernard puppy, a quad bike, a horse and a life-size dalek don’t come cheap.

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