Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

Ever Heard Of The Santa Claus Rally?

It's worth knowing about ...

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POSTED BY BOB GIBBS ON 27/12/2018 @ 8:00AM

Ever heard of the Santa Claus Rally? Well, it's stock market trading lingo for a small upturn in fortunes leading to people buying shares rather than selling ...

Even Santa needs help with his pensions and investments!

Even Santa needs help with his pensions and investments!

copyright: stokkete / 123rf

It does happen a lot around the festive period, mainly because people are in a better mood, they can reflect on the year gone, look forward to the year ahead and be more optimistic.

This year we are still waiting for the rally as markets have the jitters about interest rates, Brexit and when the next recession is due!

But it is true, there are better times to invest, for example before dividends are paid out rather than after, and Fridays have historically been good, but these are only a few of many trends. You can't just follow trends though as there are a LOT of factors that affect what is best and when to buy it.

The timeless phrase of "time in the market not timing the market" has never been truer than now. But even saying that, you need to be in the market in the right places to make the most of the potential growth out there.

It all adds up to a lot of expertise needed and plenty of time to study the results. Specialist investment people like analysts who are highly skilled and experienced at this.

"Would you like to know more?"

Do you have the right level of expertise in overseeing your pension and investments? Come and talk to me about Oak Wealth Planning and how we can help you in 2019. Give me a call on 07742 019661 or click here to ping me an email and let's see how I can help you.

Merry Christmas and here's to a very prosperous 2019 for all of us.

Until next time ...



If you're thinking of reviewing your pensions, savings and investments then do visit and let's see how I can help you with your wealth planning!

More about Bob Gibbs ...


I am a whole of market Independent Financial Planner. What I do for people is to organise money so that people either make money or save money with the end result becoming more wealthy.

I achieve this through mortgages, insurances, savings, investments and especially Pensions, a subject I am especially passionate about. I am shocked by how little people know about such an important subject that has such a huge impact on their lives.

My mission is to understand where people are at on their retirement plan, then get them on the correct road to working less and enjoying more of life when they want! I use cashflow planning software to make this more visual and real.


07375 040011