Why achieving balance is crucial for investors in 2024

'The path ahead is never clear, so taking advice is essential'

clock • 4 min read

Ahmed Bawa shares the investment strategy at Rosemount Financial Solutions (IFA) and says achieving balance across money management is all-important...

Finding the right balance is a crucial element of all money management. First and foremost, for many of us that means getting the right balance between how much we bring in and how much we spend each month. However, the question of balance is also central for investors, specifically when it comes to building a secure investment portfolio. How should investors go about finding the right balance when it comes to dividing how much is held in equities, in stocks and shares, and how much is instead held within investment bonds. Inflation and the case for bonds Inflation has had a signifi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Consultancy launches to provide IFAs with 'robust' investment processes

Consultancy launches to provide IFAs with 'robust' investment processes

Sheridan Admans launches Infundly

Isabel Baxter
clock 06 November 2025 • 1 min read
Inflation protection not front of mind for financial advisers

Inflation protection not front of mind for financial advisers

Titan Square Mile report suggests

Jen Frost
clock 04 November 2025 • 3 min read
Trick or treat? The UK and global economy face their Halloween ghosts

Trick or treat? The UK and global economy face their Halloween ghosts

‘Wealth managers and market professionals are tiptoeing past economic graveyards’

Stephen Jones
clock 31 October 2025 • 4 min read