Category: Personal finance
- 6.10.2019
- Categories: News, Personal finance
- Tags: TAX, UK
UK persons looking to return to the UK after a period of time ‘offshore’, and people who are moving to the UK, should be aware of a number of benefits which can smooth the transition of your investment portfolios. Although UK fiscal regulations are a wide-ranging and complex, we will try to simplify and provide …
- 6.10.2019
- Categories: News, Personal finance, Новости
- Tags: AMTD
For Stocks and ETFs only As we highlighted on our social media channels, last week most major US brokers slashed online trading commissions to zero for stock and ETF trading. That news event made Barron’s cover page this weekend. While on the surface this news should be welcomed by investors, especially those focused on trading …
I write here to set out my thoughts on the use of life insurance as an investment vehicle, in the Russian context. Clients of all the jurisdictions invariably seek to optimise their tax position in which they operate. This includes holding assets that are so-called passive investments. There is a long history of legal systems …
- 3.09.2019
- Categories: Personal finance
- Tags: Compass, Devere, Hansard, Providence Life, Vantage
This week, we celebrate(!) our beloved offspring returning to school. This time of year reminds us how quickly time passes and how little time we have to enjoy our children. The event also turns our thoughts to the financial implications of education whether that be for primary, secondary, tertiary or all three. A good education …
- 2.08.2019
- Categories: Analytics, AVC Pro Subscription, News, Personal finance
- Tags: Market Timing, NASDAQ
- 30.07.2019
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: DJIA, NASDAQ, Russell, SPX
Seasonal Trade Strategy: August Read More »
- 26.07.2019
- Categories: Analytics, Investing basics, News, Personal finance
- 23.07.2019
- Categories: AVC Pro Subscription, Personal finance
- Tags: AGG, BND, IWM, IYW, NASDAQ, QQQ, TLT
- 20.07.2019
- Categories: Investing basics, Investment ideas, Personal finance
- Tags: International, Investing, NASDAQ, Stocks
Recently Bloomberg commented on a newly released study by Hendrik Bessembinder regarding how many global stocks that actually perform well. Variations of this study have been done by a number of different academics and practitioners – all with fairly similar conclusions – many stocks are duds. Two years ago, an Arizona State University professor made waves …
- 17.07.2019
- Categories: Investing basics, Personal finance
- Tags: Advice, Annualized returns, Dalbar
Humans are irrational—even predictably so. Knowing where clients go wrong, how to identify when they do, and what to do about it doesn’t just allows us to help them overcome their quirks and biases—it can help them boost their bottom line. In an analysis done by Dalbar looking back over the past 20 years, the …