Improve your Retirement - Drink More Beer!
Using the proceeds of a retirement plan to buy a lifetime annuity is a way of providing yourself with a guaranteed income for life....
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- May 23
- 4 min
Why Inverse ETFs are not for Everyone
With the ongoing global concerns about inflation, higher interest rates, commodity prices and falling stock markets, the last few months...
- Apr 19
- 6 min
Investing in Times of War
With the ongoing situation in Ukraine, (now in its 53rd day, as I write) many of my clients have continued to ask what it means for their...
- Apr 19
- 5 min
Has Your Inheritance Gone for a Burton?
Non-Domicile status has hit the news in the UK and around the world, recently due to Akshata Murty, the wife of UK Chancellor of the...
- Mar 23
- 3 min
The War in Ukraine, Commodity Prices and Inflation - What do Investors Do?
At the time of writing, the brutal and tragic invasion of Ukraine by Putin’s Russian military has now continued for close to four weeks....
- Mar 22
- 3 min
Are You on Track for a Comfortable Retirement?
A comfortable retirement is the end goal for most of us, as we build up our pensions. However, it can be hard to know how much you will...
- Mar 21
- 5 min
‘The Times They Are A-Changin’
As Bob Dylan Enters the Non-Fungible Token Market (NFT), Should You Buy NFTs? At the Newport Folk Festival in Rhode Island in July 1965,...
- Feb 23
- 3 min
Beijing Supports Property Developers - How Much Will Buyers Lose?
The Chinese government has, in the last week or so, announced changes to escrow account rules, essentially giving real estate developers...
- Feb 23
- 4 min
Turkey and the Highwayman Politicians
Rating agencies are independent bodies, whose analysts assess companies and countries, issuing ratings based on what they perceive to be...
- Jan 24
- 3 min
What Does 2022 Hold for Investors?
I know it is now late January, but an idea of what is in store for investors this year seems worth a few lines. For a good summary of...
- Jan 24
- 2 min
UK Inheritance Tax Rule Change that British Expats Need to Know
HMRC, the UK’s tax office recently introduced a big rule change on inheritance tax (IHT), this year which could affect British expats, as...
- Jan 24
- 4 min
Women May Be Better Investors Than Men - Let Me Explain Why
The Massachusetts Institute of Technology (MIT) recently published a research paper about ‘panic selling’, that is, when investors dump...
- Dec 7, 2021
- 6 min
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....
- 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...