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.
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!
There are some challenges for Americans living in the UK that are important to understand in order to develop optimal wealth planning strategies. Click here for the full article, featured in the May-June edition of The American.
For many investors it can be tempting to focus only on equity prices when thinking about the returns from their portfolios, particularly during turbulent periods such as the one we have witnessed since the start of February this year. The media often fosters this behaviour through the use of dramatic headlines that are designed to grab the attention of the viewer. Recent headlines in this vein that I have seen include, “The Stock Market is Having its Worst Second Quarter Since the Great Depression”. This sounds scary but the reality was more prosaic. As you can see here, this story was written two days into the new quarter and all because of just over 2% move in the S&P 500 index!
Andrea, Head of Advanced Planning, features in the March-April 2018 edition of The American discussing Trump tax reform and how it will impact inheritance tax for Americans living in the UK. A US domiciliary resident for gift and estate tax purposes now enjoys a lifetime allowance double that of 2017 thresholds. For the full article, please click here.
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it.
In a recent issue of The American, Andrea, Head of Advanced Planning, discusses tax-efficient 401(k) planning. There can sometimes be unique planning opportunities that exist for individuals with US 401(k) retirement plans to help facilitate drawdown. For the full article, please click here.
Last week I was discussing with a client the recurrence of similar themes in financial markets across the decades. For example, the ostensible similarities between the “Nifty Fifty” era of the late 1960s and early 1970s and the current fascination with the “FAANG” stocks – Facebook, Apple, Amazon, Netflix and Google parent Alphabet. For those who weren’t around then, the Nifty Fifty stocks were a basket of famous names that were the leading growth stocks of their day. It was said that they were “single-decision stocks” which meant that you could simply buy them and hold them on the basis that they would always grow. They included the likes of Kodak, Coca Cola and Xerox.
In a recent issue of The American, Andrea, Head of Advanced Planning, discusses social impact investments. As it is becoming increasingly common to invest in a manner consistent with specific values and principles, you may want to learn about how to weave social investment into your investment plan. For the full article, please click here.
James Sellon was recently interviewed by Spears Magazine for an article about how focusing on what clients actually want and need is giving some wealth managers an edge over the formulaic offerings of giant corporations. To read the full article entitled Just About Managing, please click here.