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 Read more ➝
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 Read more ➝
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 Read more ➝
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 Read more ➝
US markets reversed on Trump’s 10% tariff tweet. Time to sell?
August has been the worst performing month of the year over the last 31 years. Money flows from harvesting made August a great stock market month in the first half of the Twentieth Century. It was the best month from 1901 to 1951. In 1900, 37.5% of the US population was farming. Now that less Read more ➝
Investors are expecting a decerease in US interest rates this month. Usually, that is bullish for markets when the indexes are near all time highs.
The slower moving MACD indicator applied to NASDAQ turned negative. Proceed with caution for the next 4 months.
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 Read more ➝
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 Read more ➝