The US stock market has been on a bull run since its trough post-crash in March 2009. The S&P 500 index almost reached 3,000 at its peak at the end of September, an increase of over 300%. This is despite the anti-free-trade rhetoric that caused a jitter in February this year and punctuated the phenomenal performance of 2017 and January.
Social Security benefits form a bedrock of retirement income for tens of millions of Americans. Yet many would agree that the program is mired with unnecessary complexity which makes claiming benefits confusing. My intent is to use this blog post to help demystify some of the confusing elements of the Social Security retirement benefits system.
As an American living in the UK, there are several things to take into consideration to avoid unnecessary tax charges and complexities.. Click here for the full article by Andrea, Head of Advanced Planning, featured in The American Magazine.
As an American living in the UK, there are several considerations to think about when it comes to taking distributions from your UK pension. Click here for the full article by Andrea, Head of Advanced Planning, featured in The American Magazine.
The following article has been prepared by Dimensional Fund Advisors Ltd and is reproduced here with their consent. Your attention is drawn to the risk warnings and important information at the end of the article.
The views and opinions expressed herein do not necessarily reflect the views of MASECO LLP and MASECO LLP accepts no responsibility or liability for any of the views or opinions expressed in the article and are not responsible for its contents. The article is being made available for information purposes only and should not be construed as providing investment or other advice.
From 1975–2017 the value premium in Europe has had a positive annualised return of approximately 2.2%. In six of the last ten calendar years, however, the value premium in Europe has been negative. The same trend has been seen across developed markets globally.
This was the subject of The Big Read in the Financial Times on 22nd July and it sparked my interest. However it is not a new story. Over the last decade we have been explaining to our clients how the industry has become increasingly commoditised over the last 30 years – what used to be expensive and complex is quickly becoming cheap and simple.
As is a regular feature, Andrea, Head of Advanced Planning, featured in the American in Britain discussing how to give effectively as an American living in the UK. For the full article, please click here.
The 4th of July saw us host our very first Charity Softball Match in partnership with London Sports, with over 100 guests in total. We have sponsored London Sports over the recent baseball season, contributing to the Scholarship and Infrastructure Fund which enables underprivileged children to join the league free of charge. The charity welcomes both girls and boys aged 5 to 18 to play baseball and softball in a safe and fun environment, and is the UK’s largest and longest established league of its kind.
Recently a familiar theme cropped up in discussion following an article on Bloomberg – that of the potential lessons from investing like the big US university endowment plans. They excite interest due to the vast sums they manage and that they can access some of the best and brightest individuals in academia who are based literally on their door steps. The Yale Endowment Model has been widely publicised and described by the Yale Chief Investment Officer, David Swensen, in his book “Pioneering Portfolio Management”.
We are proud to be sponsoring London Sports, the UK’s largest and long-established youth baseball and girls’ softball league. Click here to read more about the partnership and our contribution to the London Sports Scholarship & Infrastructure Fund. You can visit our Instagram page to stay up to date on all things baseball and read the player profiles for the nominated Players of the Week each weekend!