Insights

  • UK-domiciled expats who have worked previously in the UK and have since left to work/live overseas. Specifically (because I will be focussing on the “new State Pension” in this article):

  • “WHAT WOULD THE FINANCIAL POSITION OF YOUR LOVED ONES BE IF YOU WERE TO DIE TOMORROW?” I’m not going to win friends at dinner parties for asking the dreaded “Life Insurance” question, but here goes (and I promise not to get any more depressing than this, so brace yourself):

  • An ETF or “Exchange Traded Fund” is a fund which you can buy or sell daily on a stock exchange, just like a stock, and which tracks the performance of something more diversified than a single stock (which only reflects the performance of a single company e.g. IBM).

  • If you read the occasional newspaper, watch the occasional television program, or chat with the occasional friend/colleague, you’ll have gained the impression recently that a stock market “correction” is not only likely, it’s inevitable. And “correction” means “downwards”, of course. Let’s look at the evidence, and consider what (if anything) can and should be done.

In this week’s article, I take a look at a portfolio I reallocated several months ago to ask the pointed question: “was it the right decision?”. At the time, I had discussed with the client (inherited from another Financial Advisory firm in Singapore) the basis for my proposal to sell him out of funds he was in; due to poor past...

There are classically two differing objectives when constructing a portfolio: to achieve "growth" or to achieve "income" (which is simply another word for "Yield"). These objectives do not have to be mutually exclusive; a financial adviser can (and, in my opinion, absolutely should) achieve both, with the relative degree of each ...

Book Meeting
close slider