Lessons Learned from 2020 – wealth wisdom for a happier New Year

As this unprecedented year draws to a close and world continues to struggle with the financial and economic fallout of the COVID-19 pandemic, there’s no question that it has served as a financial wake-up call for many. Even those who will emerge relatively unscathed from a financial perspective have not escaped the worry and anxiety that accompanies living through challenging times. While investors have deliberated about whether to hold or sell, those with pensions have been tempted to cash it out. And like most of life’s challenges, there are lessons to be learned. Our advisers have quite simply never worked harder nor more closely with individuals, businesses and families this year and it’s fair to say that the pandemic has been an education for them too, highlighting some core principles that have been brought into stark relief with real life stories. Below are a few financial lessons our advisers have taken away from this unprecedented period, which we hope you might use to strengthen your financial