Review of 2021
As 2021 approaches its close, it is that time of the year when I jot down some of the more notable investment items of the twelve months....
Blog posts are listed in published date order, with the newest posts at the top.
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- Dec 7, 2021
- 5 min
100 is the New 80
To ‘celebrate’ my recent 100th blog article, I thought that I would write something about the number 100. I will start by posing a...
- Dec 7, 2021
- 5 min
Could Facebook Face An ESG Dilemma?
Regular readers may remember a couple of articles I wrote about ESG investing, (Environmental, Social responsibility and Governance). You...
- Nov 9, 2021
- 5 min
Perhaps an Equity/Bonds 60/40 Strategy is not the Best for Retirement Income?
The 60/40 Cornerstone of Investing The universal theory of an investment strategy comprised of approximately 60% allocation to ‘risk’...
- Nov 9, 2021
- 6 min
Retiring to America: Tax, Property and Pensions
America is already one of the most popular retirement destinations for Brits as well as many other nationalities. From the beach resorts...
- Nov 9, 2021
- 4 min
Welcome To The Fresh Produce Aisle
or, Investing in a Boring Old Pension in Your 20’s or 30’s Last month I penned an article called “What Are We Teaching Our Children About...
- Oct 18, 2021
- 4 min
What are we Telling our Children about Investment?
We all make mistakes when we are young. However, provided we learn from them, they usually don’t cause too much harm, and are generally...
- Oct 17, 2021
- 4 min
What Expats Need to Consider when Buying International Medical Insurance
International medical insurance can be quite a considered decision, as the financial health and well-being of you and your family is at...
- Oct 17, 2021
- 5 min
Just for Fun ... Your Old Car Paper Tax Disc could be worth more than £1,000
Earlier this year I highlighted in my article "Investments of Passion" just how valuable things you may still have from earlier in life...
- Sep 27, 2021
- 4 min
How to Make Good Decisions
When it comes to investing, people have always been tempted to make decisions based on short term, external events. This is often,...
- Sep 27, 2021
- 5 min
Evergrande - China’s property woes are coming home to roost
As many readers know, I have spent about half of the last 25 years in China - Beijing and Shanghai, specifically. One of the things that...
- Sep 11, 2021
- 5 min
Retiring to Australia - Tax, Property and Pension
This is the third part of a series looking at the rules and tax implications of retiring abroad post-Brexit, following earlier articles...
- Aug 17, 2021
- 6 min
Why Leveraged ETFs Are Not Long-Term Assets
Most professional traders, analysts, and investment managers love to hate leveraged exchange-traded funds (leveraged ETFs), which are...
- Aug 16, 2021
- 5 min
Retiring to Spain - Tax, Property, and Pensions
Following on from my earlier article about Retiring to France, I thought a brief overview of some other popular countries may be useful...
- Aug 16, 2021
- 3 min
UK State Pension - Rule Changes for Expats as a Result of Brexit
Many readers of my blogs are long-term expats, having lived and worked in many different parts of the world during their careers....
- Jul 20, 2021
- 5 min
Retiring to France - Tax, Pensions, Visas and Forced Inheritance
During the last 18 months, no less than 5 of my clients and friends have retired to France after a working lifetime in and around Asia,...
- Jul 20, 2021
- 5 min
Frontier Market Investing - Does It Make Sense?
In 1893, historian Frederick Jackson Turner gave a talk to the American Historical Society stressing the image of the frontier as...
- Jul 20, 2021
- 4 min
Will we ever Win the War on Investment Fraud?
“Some of the best entrepreneurs out there are scammers.” So says Mark Steward, the UK’s Financial Conduct Authority (FCA) director of...
- Jun 22, 2021
- 4 min
Investments of Passion
From celebrity-endorsed trainers to first editions of popular novels, a new type of asset class seems to be emerging - And it’s a far cry...
- Jun 22, 2021
- 4 min
A Break in the Conventional Wisdom on Pension Saving?
When should you start saving for retirement, and how much should you save? The conventional answers to these questions are ‘as soon as...