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We have found 7 item(s) for your search "How understanding your investor personality".

How understanding your investor personality can help you make better financial decisions – Part Three

At Finura, one of our core approaches to financial planning is to use behavioural finance techniques to help our clients uncover the drivers behind their financial decision making. Here we uncover the different behaviours that may be impacting you and your financial decisions.

How understanding your investor personality can help you make better financial decisions – Part Two

At Finura, one of our core approaches to financial planning is to use behavioural finance techniques to help our clients uncover the drivers behind their financial decision making. Here we uncover the different behaviours that may be impacting you and your financial decisions.

How understanding your investor personality can help you make better financial decisions – Part One

At Finura, one of our core approaches to financial planning is to use behavioural finance techniques to help our clients uncover the drivers behind their financial decision making. Here we uncover the different behaviours that may be impacting you and your financial decisions.

Understanding how market volatility can create opportunities

Whilst the predicted volatility may be causing some investors to worry about their assets’ performance, it can also provide opportunities that do not necessarily exist in more stable environments. We explain how……

Time in the Market, not Timing the Markets

We have all been told to ‘follow our instincts’ at some point in our lives but, when it comes to our finances, research has shown that going against what comes ‘naturally’ could help you achieve your long-term financial and lifestyle goals faster.

What can you learn by taking the investIQ test?

The investIQ test is a useful tool that we encourage all new clients to use. It is a great tool to understand your investment personality.

How to rebalance our expectations of investment returns

We would all like to think that any money we choose to invest will earn us decent returns but, what all investors should know is, we are ultimately at the mercy of where we are in the current market cycle and that there will almost certainly be periods of both volatility and stability.

Latest News

Podcast: How markets perform when rates are cut

In the latest Investor Download, Duncan Lamont, Head of Strategic Research at Schroders, takes us through what happens in markets when interest rates are cut.

Securing Your Legacy: The Importance Of Creating A Will To Safeguard Your Wealth

In the hustle and bustle of daily life, it can be easy to overlook essential aspects of financial planning. One such crucial component is creating a Will, a document that ensures your wealth is distributed according to your wishes after you pass away.

How to talk to children about money

The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.