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Category: Personal finance

Letters of Wishes: The Secrets of Trust

We discuss the basic components of a simple letter of wishes including investment instructions, beneficiary designations, appointment of a ‘consultant’, and other discreet details left only for the eyes of the Trustees. Secrecy and confidentiality are important aspects of the letter of wishes that are not replicated in other documents. Legal expertise is advised when …

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An Opposite October

Usually Octobers turn back on the bullish signals for the market. In pre-election years Octobers can be very weak, however.
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Life Insurance as Tax Efficient Investment in EU: Portugal

Portugal Tax Efficiency
Unit-Linked Insuranace Policies (ULIPs) are a tax efficient method for Portgual residents to invest, save and pass on wealth.

October Bear Killer?

October is known as the 'bear killer' month. In US mid-term election years it can provide especially strong returns. With the economy faltering and inflation still too hot, investors are skeptical. We wait for confirmed bullish signals as markets set up for a bounce.
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Mid-Term Matters

The US presidential election cycle last four years and shows definitive patterns historical that point to weakness in the first half of the second year. This leads to a run up in Q4 following thru to Q1 of year 3. This is known as the 'sweet spot' for investors.

September: Out of the Woods?

The summer rally has impressed as the major averages pushed back to their respective 200-day moving averages, a key technical level where they stalled last week. Now they are testing new short-term support around the June highs and the 50-day moving averages. Investors are clearly not out of the woods yet.
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Friday Investment Talk: China, Gold, Inflation

Chinese stocks breakout
US markets besieged by unexpected inflation data. Chinese stocks get a boost from stimulus. Gold looks bullish.
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Recession Statistics

Either the US is already half way into a recession or maybe half way through one. Markets perform well in most case before and after recessions. Weakness is greatest during recessions.
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Friday Investment Talk – Bullish Indicators, Deglobalization

Put Call Ratios
Bullish Indicators for US markets. News highlights deglobalization, but trends do not show the threat.

May is Worse

May shows poor performance in mid term election years, especially in the mid part of the month.
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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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