Education

Welcome to our Education series that aims to explain various investment concepts in a friendly, clear, and precise format. Here, we dive into another popular asset class, collectives, otherwise known as funds.

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At Raymond James, Fulham, we really enjoy picking investments, managing portfolios and helping clients obtain financial security and achieve their goals. We feel that investing, when done properly, can provide significant benefits. However, there are times when investing is not right for individuals and we believe it is important to highlight when this might be.

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Gilts, or to use their proper term gilt-edged securities, are bonds issued by the government. They have been enjoying a renaissance. In this article, we dive into how gilts work and why they can be an attractive investment.

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When people talk about investing, they are usually talking about equity investing. Stocks, shares and equities are all interchangeable names for the same thing – owning a “piece of the pie”. In this article, we will explain what equities are and why you may want to hold them, as well as a few of the key risks to be aware of.

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Cash is a much-debated asset class. Some believe that “cash is king”, others point to how the value of cash is eroded by inflation. In this article, we explore the role of cash in personal finance and making it work for you.

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