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...

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