When markets are turbulent, it’s natural for less experienced investors to feel unsettled and make quick decisions that can have a lasting negative impact.
The Equilibrium Investment Safety Briefing is designed to give you greater confidence in your investments, particularly during periods of uncertainty.
It demonstrates that volatility and short-term losses are a normal part of the journey, using real history and experience to put today’s headlines into perspective.
By understanding how emotions influence decision-making, you can stay focused on your long-term goals and give your plan the time it needs to succeed.
Over a year it is perfectly normal for investments to suffer losses of between 5-10%.
We can't control the investment climate - please don't blame us when it rains.
Over time, ups and downs tend to even out, reducing the impact of short-term volatility on long-term outcomes.
Investment markets can become very noisy in this social media age, but blocking out distractions helps investors to remain calm and focused.
We aim to reinforce your long‑term thinking as to why you are investing in the first place and what the benefits are.
The day after the EU referendum.
The day after Trump's first election win.
Whilst covering the American Civil War.
It was actually Harper’s Weekly Gazette all the way back in October 1957, showing that media scaremongering is not a new phenomenon.
It could just as easily refer to events from this century alone, including the dot com bubble, the global financial crisis, COVID-19, and many others.
You may have heard it before, but being educated about investment risk and volatility builds confidence. Our range of learning options help you understand what to expect and bring reassurance when it matters most.
This Masterclass explains how market volatility affects investors, why short-term declines are a normal part of investing, and how patience, perspective, and disciplined decisions support stronger long-term outcomes.
Find out what Martin Lewis has to say about investing. In this video, he explains why investing can help grow your money over the long term, while highlighting the importance of understanding risks and staying invested.
We recommend that every client completes the Financial DNA questionnaire. This video explains how itt gives us valuable insight into how you think and feel about money, investment risk and market fluctuations, as well as how you may respond during periods of uncertainty. Understanding this helps us provide advice and communication that is tailored to you. Now that you have your results, explore what they reveal and what they mean for your financial journey.
Watch as Mike Deverell, Investment Manager at Equilibrium, explores why investing can outperform cash over time, the risks to consider, and how inflation could be silently eroding your wealth.
We'd all like our investments to deliver steady returns that stay ahead of cash and inflation, but investing rarely works that way. In this short video, Mike Deverell explains how to assess investment performance in the right context and what you should really be looking out for.
During this exclusive Masterclass, Equilibrium Portfolio Manager Harry Topping will reveal common investment mistakes, share practical ways to avoid them, and explain the strategies Equilibrium uses to help investors stay on track.
Care costs can be significant, but planning ahead can help you stay in control. This thought-provoking masterclass will help you understand your options, challenge assumptions, and take practical steps to prepare for future care needs.
Financial Planners, Ben Harrison and Grace Burgin, will provide a gentle introduction to the world of financial planning and investment by sharing their expertise and insights.
Inheritance tax planning is becoming increasingly complex, particularly with pensions expected to fall within the scope of inheritance tax from 2027. While these decisions are often influenced by family circumstances and emotions, this experience focuses on the financial impact of the options available, helping you understand the numbers first so you can make more informed decisions alongside your financial planner.
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.
Everyone should have a Lasting Power of Attorney in place, regardless of age or health. In this masterclass you'll gain a clear understanding of the terminology, legal requirements, risks of not having an LPA, and have the opportunity to ask questions throughout. Even if your circumstances are more complex, you'll leave better equipped to work with a solicitor.
Go beyond pensions and savings to explore retirement's financial, emotional and practical realities, helping you plan with greater confidence and purpose.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.