USA 
Balance your cash savings and investments in 2024
Strike the right balance between cash savings and investments with our complimentary webinar for 2024 targeting financial fitness.
With interest rates on the rise, a savings account might seem like the most sensible choice. But even with this increase, it’s important to consider if your savings will return enough money so that you can reach your long-term financial goals.
Cash savings and investments can both help to build your wealth and our latest webinar will explain their different rates of risk and return and how both assets work differently.
Join our investment and financial planning specialists, Andrew Lewin and Dominic Lacey, as they discuss the market backdrop, how they build resilient investment portfolios for the long-term and how planning advice can help you get the most from your money.
In this webinar you will discover:
- How to take appropriate risks to achieve your goals
- The effects of inflation on your assets
- The importance of investing for the long term
- Our thoughts on diversifying and rebalancing portfolios
- How to structure your investments as effectively as possible
Key take outs from this event:
Learn more about how we help our clients manage unpredictable markets, and our tools for preserving and growing wealth, even in volatile times.
Important information
The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.
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Speakers
Andrew Lewin
Investment management
Andrew joined Evelyn Partners in 2021 and has 15 years' experience in investment management and private banking.
Andrew has a wide range of clients including entrepreneurs, senior executives, charities and those from media & entertainment. He works closely with financial planners and tax professionals to consider client's overall wealth position.
Dominic Lacey
Financial planning
Dominic joined Evelyn Partners in 2015 and has 17 years of experience working predominantly with Founders, Business Owners and their families, advising them throughout the life of their business, from start up to exit and beyond. Underpinning the objective-led financial planning he provides is a deep understanding of complex pension arrangements, tax efficient structuring of individuals’ personal and business assets, estate planning, including use of exempt assets and trusts. Dominic is an advocate of personal financial forecasting.
