Marshall Institute’s Post

Less than a week until Christmas! Could it be time to add an investment trust (or two!) to your child's stocking? Read our saving for children release and find out why trusts are the gift that keeps on giving: https://lnkd.in/eKCUXPEq Annabel Brodie-Smith Vanessa Booth Juliet Webber Richard Stone Nick Britton, CFA, MCSI Nick Gardner #InvestmentTrusts #InvestmentCompanies #Investing

Where's the money coming from? The question on many a lip as we enter a another period of 'tightening belts'. I think in 40 years in the fundraising business, the current climate is the most difficult I have have experienced. Most funders are x4 over bid which is a lot of disappointment for applicants and never ending management of ongoing risk. There is a bit of light at the end of the tunnel with a commitment from the Dormant Assets scheme (info below). Various White Papers in the next few months should open a few more doors, so I'm hoping 2025 will offer some hope to third sector organisations seeking grant support. Of course, income diversification is key, but that's another kettle of fish. And on that well worn cliché, I wish you all a good weekend (unless you are a Chelsea fan 😀, although I fear you will have a good weekend too). #VCSE #ThirdSector #Grants #Incomegeneraration

Saving for your child's education is crucial. Twerdun Wealth's RESP strategies make it easier to build a fund that supports their dreams. #EducationFund #FuturePlanning

𝐌𝐲 𝐠𝐫𝐚𝐧𝐝𝐜𝐡𝐢𝐥𝐝𝐫𝐞𝐧’𝐬 𝐉𝐮𝐧𝐢𝐨𝐫 𝐈𝐒𝐀𝐬 𝐡𝐚𝐯𝐞 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐝 𝐩𝐢𝐭𝐢𝐟𝐮𝐥𝐥𝐲 – 𝐡𝐨𝐰 𝐜𝐚𝐧 𝐈 𝐬𝐚𝐥𝐯𝐚𝐠𝐞 𝐭𝐡𝐞𝐦?’ That’s the headline in a recent article in the Telegraph from a concerned grandmother whose been investing in Junior ISAs for her grandchildren for many years. The current values are barely above the amounts invested and are in negative territory after inflation is factored in. Looking at the portfolio, it strikes me that a simpler, more diversified, low cost approach would have been far better. Any global equity index fund would have provided healthy positive returns over the last decade but maybe that was too simple? I’m just not convinced that buying esoteric specialist funds and investment trusts is the right strategy for children’s savings accounts. Anyway, she’s decided to go DIY, save on wealth manager fees and hopefully enjoy better returns in future. Do some sectors of our industry over- complicate investment advice? “Complexity makes you seem smart. Simplicity makes you money.” Codie Sanchez What do you think?

Imagine your child's dreams within reach, held back not by talent, but by the soaring cost of education – a staggering 96% increase in just 10 years for professional programs. Don't let finances clip their wings. Invest in their future today with equities through mutual funds. It's planting a seed that grows over time, ensuring they have the resources to pursue any path they choose. #childeducation #childreneducation #financialgoals #FuSecInvestments #FuSec #SmartInvesting #wealthcreation #schoolfees #fees #lowerkg #affordable

At Blue Trust, we put scripture front and center in everything we do. Whether we're managing your investment portfolio or planning your children's education fund, we're guided by timeless wisdom. #TheWord #BiblicalWisdom #BiblicalFinances #WisdomForWealth #TrueRiches #FinancialFirm #FinancialPeace #FinancialPlanning #FinancialResources

Get a trust fund plan for your kids today, stop procrastinating about doing it some other time, now Is the best time to take charge for your kids future education. Give them something that will brighten up their future in many ways. #education #financialprotection #financialplanning #financialadvise

"Every peso saved for education is a step toward a brighter future." Every little bit you save today can make a significant impact on your child's tomorrow. By investing in their education fund, you're not just saving money; you're paving the way for endless opportunities and a successful future. Start saving now, and give your child the brightest possible tomorrow. Click the link to set up a FREE FINANCIAL CONSULTATION WITH Manulife Philippines: https://buff.ly/3z6ODR3 Let's build a brighter future, one step at a time. #EducationFund #BrightFuture #FinancialPlanning #ChildsEducation #InvestInTheirFuture #SeanfulAdvice #Manulife

Investing $50 per week for your child’s education could add up to $80,798 by the time the child is 18. Set up an automatic RESP contribution and watch the funds stack up! Contact us to find out how: 1-888-929-7511 #SimplyBetterInvesting

Only 22% of parents are “completely confident” in their ability to teach their children the basics of investing, according to a new SIFMA Foundation survey. Click here to learn more. https://lnkd.in/e3bNZ3DH #BeaconFinancialGroup